Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Vestia Personal Wealth Advisors |
| Portfolio Value | $121,465,439 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 197,779 | $11,008,402 | 9.06% | |
| 2. | Dimensional Etf Trust | 409,573 | $10,585,384 | 8.71% | |
| 3. | Dimensional Etf Trust | 279,584 | $9,670,893 | 7.96% | |
| 4. | Dimensional Etf Trust | 271,910 | $9,647,363 | 7.94% | |
| 5. | Dimensional Etf Trust | 194,219 | $7,947,452 | 6.54% |
