Vestia Personal Wealth Advisors Incresed Positions in Q1 2025

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
14.4K
+ 5.28%
$35.33 - $40.77 $507K - $585K
286K $11.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
24.6K
+ 6.0%
$25.54 - $28.79 $628K - $708K
434K $12.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.7K
+ 13.12%
$32.42 - $36.13 $1.19M - $1.33M
316K $10.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
35K
+ 30.49%
$27.56 - $32.1 $965K - $1.12M
150K $4.22B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
15.2K
+ 7.84%
$39.96 - $43.3 $609K - $660K
209K $8.63B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
18.9K
+ 26.68%
$25.44 - $27.95 $480K - $527K
89.6K $2.42B
DISV
Dimensional ETF Tr Dimensional

ETFs
9.39K
+ 16.32%
$26.09 - $30.21 $245K - $284K
66.9K $1.95B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.55K
+ 16.75%
$40.79 - $42.32 $308K - $319K
52.6K $2.21B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.96K
+ 6.31%
$25.35 - $27.46 $202K - $219K
134K $3.55B
Dimensional Global Real Estate ETF
8.04K
+ 18.02%
N/A
52.7K $1.38B
Dimensional Us Large Cap Value ETF
6.85K
+ 19.3%
N/A
42.3K $1.29B
Dimensional World Equity ETF
3.68K
+ 45.25%
N/A
11.8K $724M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.66K
+ 14.54%
$22.35 - $24.52 $171K - $188K
60.3K $1.43B
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.74K
+ 6.84%
$40.27 - $42.11 $70.1K - $73.3K
27.2K $1.15B
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 3.49%
$23.92 - $26.89 $35.8K - $40.3K
44.4K $1.15B
JNJ
Johnson & Johnson

Healthcare
63
+ 2.42%
$142.06 - $167.7 $8.95K - $10.6K
2.66K $442M
DFAI
Dimensional ETF Tr

ETFs
199
+ 0.68%
$28.88 - $32.4 $5.75K - $6.45K
29.4K $918M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.08K
+ 5.4%
$46.74 - $47.55 $50.5K - $51.4K
21.1K $1B
ORCL
Oracle Corp

Technology
582
+ 48.46%
$139.81 - $186.47 $81.4K - $109K
1.78K $249M
VTV
Vanguard Value ETF

ETFs
253
+ 15.55%
$167.73 - $179.21 $42.4K - $45.3K
1.88K $325M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
438
+ 5.98%
$507.05 - $563.67 $222K - $247K
7.77K $3.99B
IBM
International Business Machines Corp

Technology
11
+ 0.85%
$217.4 - $264.74 $2.39K - $2.91K
1.31K $325M
KO
Coca Cola CO

Consumer Defensive
13
+ 0.33%
$60.81 - $72.32 $791 - $940
3.92K $278M
META
Meta Platforms, Inc.

Communication Services
63
+ 18.16%
$576.36 - $736.67 $36.3K - $46.4K
410 $236M
NFLX
Netflix Inc

Communication Services
1
+ 0.32%
$828.4 - $1058.6 $828 - $1.06K
312 $291M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
71
+ 2.52%
$110.75 - $119.78 $7.86K - $8.5K
2.89K $334M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
10
+ 0.31%
$61.2 - $68.24 $612 - $682
3.28K $216M
FSCO
Fs Cr Opportunities Corp Com
576
+ 2.79%
N/A
21.2K $149M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16
+ 0.3%
$76.94 - $78.28 $1.23K - $1.25K
5.42K $424M
HSY
Hershey CO

Consumer Defensive
14
+ 0.7%
$144.74 - $186.36 $2.03K - $2.61K
2.02K $345M
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.95%
$85.55 - $94.34 $1.88K - $2.08K
2.35K $212M
VBR
Vanguard Small Cap Value ETF

ETFs
66
+ 4.52%
$183.02 - $207.75 $12.1K - $13.7K
1.53K $284M
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 2.96%
$554.06 - $615.85 $14.4K - $16K
904 $508M
VONE
Vanguard Russell 1000 ETF

ETFs
2
+ 0.21%
$250.16 - $278.79 $500 - $558
971 $246M
IVW
Ishares S&P 500 Growth ETF

ETFs
60
+ 2.4%
$92.45 - $106.69 $5.55K - $6.4K
2.56K $238M
XDSQ
Innovator Etfs Tr Us Equity Ac
1.32K
+ 3.26%
$34.21 - $38.09 $45.2K - $50.3K
41.8K $1.45B
GOOG
Alphabet Inc.

Communication Services
119
+ 10.04%
$156.06 - $207.71 $18.6K - $24.7K
1.3K $204M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.38K
+ 7.7%
$58.81 - $68.2 $316K - $367K
75.3K $4.5B
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 1.36%
$96.3 - $112.23 $7.61K - $8.87K
5.89K $574M
DFAU
Dimensional ETF Tr

ETFs
231
+ 0.65%
$37.84 - $42.29 $8.74K - $9.77K
36K $1.38B
AMZN
Amazon Com Inc

Consumer Cyclical
142
+ 3.19%
$190.26 - $242.06 $27K - $34.4K
4.6K $875M
GOOGL
Alphabet Inc.

Communication Services
28
+ 0.9%
$154.33 - $206.19 $4.32K - $5.77K
3.12K $483M
AAPL
Apple Inc.

Technology
258
+ 2.88%
$209.68 - $247.1 $54.1K - $63.8K
9.23K $2.05B
TSLA
Tesla, Inc.

Consumer Cyclical
143
+ 5.23%
$222.15 - $428.22 $31.8K - $61.2K
2.88K $745M
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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