Instuitional Investor - Vestia Personal Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Vestia Personal Wealth Advisors |
| Portfolio Value | $196,818,720 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 351,744 | $18,144,855 | 9.22% | |
| 2. | Dimensional Etf Trust | 453,922 | $18,049,633 | 9.17% | |
| 3. | Dimensional Etf Trust | 487,547 | $17,435,749 | 8.86% | |
| 4. | Dimensional Etf Trust | 186,932 | $12,008,497 | 6.1% | |
| 5. | Dimensional Etf Trust | 245,078 | $11,958,715 | 6.08% |