Vestia Personal Wealth Advisors Incresed Positions in Q4 2024

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
53.8K
+ 86.51%
$47.65 - $48.6 $2.56M - $2.61M
116K $5.54B
DFIC
Dimensional ETF Tr Dimensional

ETFs
85.6K
+ 26.43%
$25.61 - $28.0 $2.19M - $2.4M
410K $10.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27.3K
+ 10.82%
$33.92 - $36.6 $926K - $999K
280K $9.67B
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 114.26%
$213.65 - $479.86 $312K - $700K
2.73K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
3.11K
+ 231.47%
$180.88 - $232.93 $563K - $725K
4.46K $977M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
860
+ 13.29%
$521.84 - $558.82 $449K - $481K
7.33K $3.95B
DFSV
Dimensional ETF Tr Dimensional

ETFs
17K
+ 17.35%
$30.18 - $33.87 $512K - $575K
115K $3.53B
NVDA
Nvidia Corp

Technology
3.26K
+ 87.38%
$117.0 - $148.88 $381K - $485K
6.99K $939M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
13K
+ 7.18%
$40.38 - $44.35 $525K - $577K
194K $7.95B
DFIV
Dimensional ETF Tr

ETFs
28.7K
+ 11.79%
$34.86 - $37.97 $1M - $1.09M
272K $9.65B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
16.1K
+ 29.57%
$26.16 - $29.13 $422K - $470K
70.7K $1.85B
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 74.42%
$161.86 - $196.66 $214K - $260K
3.1K $586M
DISV
Dimensional ETF Tr Dimensional

ETFs
14.5K
+ 33.78%
$26.18 - $28.77 $380K - $418K
57.5K $1.53B
DFIP
Dimensional ETF Tr Inflation P

ETFs
7.57K
+ 42.33%
$40.31 - $42.43 $305K - $321K
25.5K $1.03B
AVGO
Broadcom Inc.

Technology
644
+ 35.82%
$159.67 - $250.0 $103K - $161K
2.44K $566M
AAPL
Apple Inc.

Technology
381
+ 4.43%
$221.69 - $259.02 $84.5K - $98.7K
8.97K $2.25B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.42K
+ 19.7%
$41.17 - $43.34 $305K - $321K
45.1K $1.86B
Dimensional World Equity ETF
3.8K
+ 87.62%
N/A
8.14K $508M
Dimensional Us Large Cap Value ETF
8.35K
+ 30.76%
N/A
35.5K $1.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.32K
+ 3.43%
$63.58 - $71.15 $147K - $165K
69.9K $4.55B
DFUS
Dimensional ETF Tr U S Equity

ETFs
447
+ 0.68%
$61.52 - $66.5 $27.5K - $29.7K
66.1K $4.22B
MSFT
Microsoft Corp

Technology
334
+ 15.48%
$406.35 - $454.46 $136K - $152K
2.49K $1.05B
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.7K
+ 21.88%
$24.25 - $26.7 $187K - $206K
42.9K $1.05B
Dimensional Global Real Estate ETF
8.62K
+ 23.94%
N/A
44.6K $1.14B
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 12.58%
$205.18 - $250.29 $26.7K - $32.5K
1.16K $279M
SPY
Spdr S&P 500 ETF Trust

ETFs
62
+ 3.87%
$567.81 - $607.81 $35.2K - $37.7K
1.66K $975M
WMT
Walmart Inc.

Consumer Defensive
301
+ 10.55%
$79.1 - $95.7 $23.8K - $28.8K
3.16K $285M
BSX
Boston Scientific Corp

Healthcare
443
+ 17.18%
$83.62 - $91.5 $37K - $40.5K
3.02K $270M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 12.7%
$442.29 - $483.08 $39.4K - $43K
790 $358M
DFSD
Dimensional ETF Tr Short Durat

ETFs
932
+ 4.89%
$46.75 - $47.8 $43.6K - $44.5K
20K $938M
VTI
Vanguard Total Stock Market Et

ETFs
1.76K
+ 11.68%
$280.04 - $302.45 $494K - $533K
16.9K $484M
FSCO
Fs Cr Opportunities Corp Com
541
+ 2.69%
N/A
20.6K $141M
IJS
Ishares S&P Smallcap 600 Value

ETFs
65
+ 1.13%
$104.59 - $118.05 $6.8K - $7.67K
5.81K $631M
VTV
Vanguard Value ETF

ETFs
109
+ 7.18%
$168.32 - $181.87 $18.3K - $19.8K
1.63K $276M
VB
Vanguard Small Cap ETF

ETFs
25
+ 1.97%
$233.76 - $261.58 $5.84K - $6.54K
1.29K $311M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
172
+ 3.29%
$77.02 - $78.58 $13.2K - $13.5K
5.41K $418M
VBR
Vanguard Small Cap Value ETF

ETFs
43
+ 3.04%
$197.36 - $217.3 $8.49K - $9.34K
1.46K $289M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.06K
+ 97.67%
$27.45 - $55.56 $112K - $226K
8.23K $233M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
121
+ 5.1%
$96.64 - $101.23 $11.7K - $12.2K
2.49K $242M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
34
+ 0.51%
$44.33 - $49.55 $1.51K - $1.68K
6.64K $298M
XOM
Exxon Mobil Corp

Energy
182
+ 6.61%
$105.51 - $125.37 $19.2K - $22.8K
2.94K $316M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
363
+ 5.56%
$44.04 - $49.49 $16K - $18K
6.89K $303M
VNQ
Vanguard Specialized Funds Van

ETFs
59
+ 2.61%
$87.85 - $98.6 $5.18K - $5.82K
2.32K $207M
DFAE
Dimensional ETF Tr

ETFs
54
+ 0.57%
$25.36 - $28.15 $1.37K - $1.52K
9.57K $243M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
102
+ 1.33%
$38.37 - $42.82 $3.91K - $4.37K
7.76K $298M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
45
+ 0.37%
$51.09 - $55.27 $2.3K - $2.49K
12.1K $620M
CAT
Caterpillar Inc

Industrials
18
+ 1.84%
$360.37 - $416.88 $6.49K - $7.5K
996 $361M
JNJ
Johnson & Johnson

Healthcare
63
+ 2.48%
$143.34 - $165.86 $9.03K - $10.4K
2.6K $376M
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.41K
+ 6.93%
$22.72 - $25.76 $77.5K - $87.9K
52.6K $1.22B
Activity Summary
Buys All Purchases 67 New Holdings 15 Increased Positions 52 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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