Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors reported 112 stocks worth $264M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are DFAC (11.6%), DFIV (9.0%) and DFIC (8.6%). Compared with Q2 2026, the fund opened new positions in DFAC, DFAT and DFAS, added to DFIV, DFIC and VOO, trimmed DFUV, DFGP and DFEV and sold out of FNDX, GEV and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAC Dfa Invt Dimensions Group Inc U.s. Core Eqty 2 | $30.5M | 11.6% | 786K | New position | 1 of 8 | |
| 2 |  DFIV Dimensional ETF Trust | $23.8M | 9.0% | 426K | +28K (+7%) | 8 of 8 | |
| 3 |  DFIC Dimensional Intern Core | $22.8M | 8.6% | 668K | +42K (+7%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $14.3M | 5.4% | 20K | +2,009 (+11%) | 8 of 8 | |
| 5 |  DFUV Dimensional US Marketwide Value ETF | $13.2M | 5.0% | 240K | −9,681 (−4%) | 8 of 8 | |
| 6 |  DFAT Dfa Invt Dimensions Group Inc U.s. Trgtd Val | $12.3M | 4.7% | 185K | New position | 1 of 8 | |
| 7 |  DFGP Dimensional ETF Trust | $10.9M | 4.1% | 231K | −89K (−28%) | 3 of 8 | |
| 8 |  DFAS Dfa Invt Dimensions Group Inc U.s. Sml CP Port | $9.6M | 3.6% | 123K | New position | 1 of 8 | |
| 9 |  DFNM Dimensional Nationl | $9.5M | 3.6% | 205K | +27K (+15%) | 8 of 8 | |
| 10 |  DFEV Dimensional ETF Trust | $9M | 3.4% | 213K | −154K (−42%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $26.1M | 723K |
DIMENSIONAL ETF TRUST | $13M | 335K |
DIMENSIONAL U S TARGETED | $12.9M | 185K |
DIMENSIONAL U S SMALL CAP ETF | $9.9M | 121K |
DIMENSIONAL ETF TRUST | $1.9M | 24K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Vestia Personal Wealth Advisors 13F FAQ
What does Vestia Personal Wealth Advisors own?
Vestia Personal Wealth Advisors reported 112 stocks worth $264M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are DFAC (11.6%), DFIV (9.0%) and DFIC (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Vestia Personal Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 61 added to, 22 trimmed and 13 sold out. New positions include DFAC, DFAT and DFAS. It sold all of FNDX, GEV and ORCL.
When will Vestia Personal Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Vestia Personal Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $264M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.