Vestia Personal Wealth Advisors
Annual return '25
+19.9%
SPY '25
+17.7%
Alpha
+2.1ptsvs SPY
Invested
$212.8M
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
Held since at least Q1 2024
9.3%
02
$DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
Held since at least Q1 2024
9.2%
03
$DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
Held since at least Q1 2024
8.6%
04
$DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
Held since at least Q1 2024
5.7%
05
$DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
Held since at least Q1 2024
5.4%
06
$DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
Held since at least Q1 2024
5.0%
07
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
4.7%
08
$DFAS
DIMENSIONAL U.S. SMALL CAP ETF
Held since at least Q1 2024
3.9%
09
$DFNM
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
Held since at least Q1 2024
3.3%
10
$DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
Held since at least Q1 2024
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.