Vestia Personal Wealth Advisors ETFs

Vestia Personal Wealth Advisors

$93.7 Billion
Q2 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAT Dimensional ETF Tr U S Target	$0	$10.4 Billion 11.06% of portfolio	199,830	Q2 2024 New
DFIV Dimensional ETF Tr	$0	$8.58 Billion 9.15% of portfolio	238,666	Q2 2024 New
DFIC Dimensional ETF Tr Dimensional	$0	$7.81 Billion 8.33% of portfolio	297,105	Q2 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$7.39 Billion 7.88% of portfolio	229,460	Q2 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$6.92 Billion 7.38% of portfolio	176,245	Q2 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$4.04 Billion 4.31% of portfolio	67,253	Q2 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$3.78 Billion 4.03% of portfolio	64,152	Q2 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.86 Billion 3.05% of portfolio	5,714	Q2 2024 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$2.63 Billion 2.81% of portfolio	98,411	Q2 2024 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$2.49 Billion 2.66% of portfolio	52,195	Q2 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$2.43 Billion 2.6% of portfolio	84,607	Q2 2024 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$1.36 Billion 1.45% of portfolio	49,553	Q2 2024 New
DFCF Dimensional ETF Tr Core Fxd In	$0	$1.34 Billion 1.43% of portfolio	32,290	Q2 2024 New
DFAU Dimensional ETF Tr	$0	$1.34 Billion 1.43% of portfolio	35,642	Q2 2024 New
DISV Dimensional ETF Tr Dimensional	$0	$1.12 Billion 1.2% of portfolio	41,635	Q2 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$1.01 Billion 1.08% of portfolio	45,883	Q2 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$863 Million 0.92% of portfolio	1,586	Q2 2024 New
DFAI Dimensional ETF Tr	$0	$862 Million 0.92% of portfolio	29,061	Q2 2024 New
DFIS Dimensional ETF Tr Dimensional	$0	$784 Million 0.84% of portfolio	31,850	Q2 2024 New
DFSD Dimensional ETF Tr Short Durat	$0	$695 Million 0.74% of portfolio	14,783	Q2 2024 New
VONV Vanguard Russell 1000 Value Et	$0	$670 Million 0.72% of portfolio	8,756	Q2 2024 New
DFIP Dimensional ETF Tr Inflation P	$0	$664 Million 0.71% of portfolio	16,256	Q2 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$599 Million 0.64% of portfolio	12,287	Q2 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$571 Million 0.61% of portfolio	5,871	Q2 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$568 Million 0.61% of portfolio	7,257	Q2 2024 New
VEA Vanguard Ftse Developed Market	$0	$547 Million 0.58% of portfolio	11,067	Q2 2024 New
IVV Ishares Core S&P 500 ETF	$0	$487 Million 0.52% of portfolio	889	Q2 2024 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$459 Million 0.49% of portfolio	14,452	Q2 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$452 Million 0.48% of portfolio	6,806	Q2 2024 New
XBOC Innovator Etfs Tr Us Equity Ac	$0	$359 Million 0.38% of portfolio	12,277	Q2 2024 New
VTWV Vanguard Russell 2000 Value Et	$0	$344 Million 0.37% of portfolio	2,563	Q2 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$343 Million 0.37% of portfolio	2,921	Q2 2024 New
VONE Vanguard Russell 1000 ETF	$0	$333 Million 0.36% of portfolio	1,355	Q2 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$300 Million 0.32% of portfolio	3,913	Q2 2024 New
XLK Technology Sector Spdr	$0	$294 Million 0.31% of portfolio	1,300	Q2 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$289 Million 0.31% of portfolio	7,662	Q2 2024 New
XBJA Innovator Etfs Tr Us Equity Ac	$0	$288 Million 0.31% of portfolio	10,423	Q2 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$288 Million 0.31% of portfolio	6,581	Q2 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$283 Million 0.3% of portfolio	6,823	Q2 2024 New
VB Vanguard Small Cap ETF	$0	$272 Million 0.29% of portfolio	1,247	Q2 2024 New
VBR Vanguard Small Cap Value ETF	$0	$259 Million 0.28% of portfolio	1,417	Q2 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$245 Million 0.26% of portfolio	2,651	Q2 2024 New
DFAE Dimensional ETF Tr	$0	$244 Million 0.26% of portfolio	9,432	Q2 2024 New
VTV Vanguard Value ETF	$0	$243 Million 0.26% of portfolio	1,515	Q2 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$235 Million 0.25% of portfolio	3,664	Q2 2024 New
SCHK Schwab Strategic Tr 1000 Index	$0	$220 Million 0.23% of portfolio	4,198	Q2 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$215 Million 0.23% of portfolio	2,212	Q2 2024 New
VNQ Vanguard Specialized Funds Van	$0	$214 Million 0.23% of portfolio	2,558	Q2 2024 New
OEF Ishares S&P 100 ETF	$0	$213 Million 0.23% of portfolio	805	Q2 2024 New
DLS Wisdomtree Tr Intl Small Cap D	$0	$207 Million 0.22% of portfolio	3,256	Q2 2024 New

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