Vestia Personal Wealth Advisors 13F 持仓 · 2026年Q2

Vestia Personal Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 2.56 亿美元。前几大持仓：DFAC（10.20%）、DFIV（8.41%）、DFIC（8.20%）。本季前 25 大持仓中：增持 21 只、减持 4 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFAC	DIMENSIONAL U.S. CORE EQUITY 2 ETF	$26.1M	10.20%	722,749	增持
2	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	$21.5M	8.41%	398,814	增持
3	DFIC	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	$21.0M	8.20%	625,867	增持
4	DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	$13.7M	5.37%	249,876	增持
5	DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	$13.0M	5.07%	334,579	增持
6	DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	$12.9M	5.06%	185,194	减持
7	VOO	VANGUARD S&P 500 ETF	$12.6M	4.94%	18,424	增持
8	DFAS	DIMENSIONAL U.S. SMALL CAP ETF	$9.9M	3.88%	120,763	增持
9	DFNM	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	$8.6M	3.36%	178,237	增持
10	DFGP	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	$8.6M	3.35%	319,534	增持
11	DFEV	DIMENSIONAL EMERGING MARKETS VALUE ETF	$7.7M	3.01%	367,532	增持
12	DFLV	DIMENSIONAL US LARGE CAP VALUE ETF	$7.6M	2.98%	193,131	增持
13	DFEM	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	$7.4M	2.88%	181,739	增持
14	DFUS	DIMENSIONAL U.S. EQUITY MARKET ETF	$5.3M	2.08%	65,063	减持
15	DFGR	DIMENSIONAL GLOBAL REAL ESTATE ETF	$5.3M	2.06%	182,356	增持
16	DISV	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	$5.1M	2.00%	127,725	增持
17	DFSD	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	$4.4M	1.71%	91,503	增持
18	DUSB	DIMENSIONAL ULTRASHORT FIXED INCOME ETF	$3.2M	1.24%	62,620	减持
19	AAPL	APPLE INC COM	$3.0M	1.19%	10,501	增持
20	DFAW	DIMENSIONAL WORLD EQUITY ETF	$2.5M	0.98%	30,422	增持
21	DFIS	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	$2.2M	0.86%	62,978	增持
22	DFAU	DIMENSIONAL US CORE EQUITY MARKET ETF	$2.1M	0.80%	39,753	增持
23	DCOR	DIMENSIONAL US CORE EQUITY 1 ETF	$1.9M	0.75%	23,536	增持
24	DFAR	DIMENSIONAL US REAL ESTATE ETF	$1.8M	0.70%	68,256	减持
25	DUHP	DIMENSIONAL US HIGH PROFITABILITY ETF	$1.8M	0.69%	42,172	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR