Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Vestia Personal Wealth Advisors |
| Portfolio Value | $212,801,631 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 374,794 | $19,778,428 | 9.29% | |
| 2. | Dimensional Etf Trust | 603,957 | $19,654,427 | 9.24% | |
| 3. | Dimensional Etf Trust | 574,815 | $18,195,291 | 8.55% | |
| 4. | Dimensional Etf Trust | 249,589 | $12,091,346 | 5.68% | |
| 5. | Dimensional Etf Trust | 185,260 | $11,569,485 | 5.44% |