VESTIA PERSONAL WEALTH ADVISORS
CIK 2033299 · Holdings on Jun 30, 2024 · First reported Aug 9, 2024
Top ten holdings
Q2 2024- DFAT11.06%
- DFIV9.15%
- DFIC8.33%
- DFAC7.88%
- DFUV7.38%
- DFAS4.31%
- DFUS4.03%
- VOO3.05%
- DFEM2.81%
- DFNM2.66%
Share classes counted separately60.66%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFATDIMENSIONAL US TARGET VALUEETF View history and evidence | $10.37M | 11.06% | 199.83K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFIVDIMENSIONAL INTERNATIONAL VAETF View history and evidence | $8.58M | 9.15% | 238.67K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFICDIMENSIONAL INTERNATIONAL COETF View history and evidence | $7.81M | 8.33% | 297.11K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFACDIMENSIONAL US CORE EQUITY 2ETF View history and evidence | $7.39M | 7.88% | 229.46K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUVDIMENSIONAL US MARKETWIDE VAETF View history and evidence | $6.92M | 7.38% | 176.25K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFETF View history and evidence | $4.04M | 4.31% | 67.25K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFUSDIMENSIONAL US EQ MKT ETFETF View history and evidence | $3.78M | 4.03% | 64.15K shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $2.86M | 3.05% | 5.71K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREETF View history and evidence | $2.63M | 2.81% | 98.41K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFNMDIMENSIONAL NATIONAL MUNI BDETF View history and evidence | $2.49M | 2.66% | 52.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2033299 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 93737510
}Research all 74 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.