VESTIA PERSONAL WEALTH ADVISORS DFAC — DIMENSIONAL U.S. CORE EQUITY 2 ETF

Ownership history in VESTIA PERSONAL WEALTH ADVISORS  ·  8 quarters on record

AI Ownership Summary

VESTIA PERSONAL WEALTH ADVISORS reported DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 9.26% in 2025 Q3. The latest visible filing shows DFAC at 9.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VESTIA PERSONAL WEALTH ADVISORS's position in DIMENSIONAL U.S. CORE EQUITY 2 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAC was reported at 9.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.26% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAC stock page VESTIA PERSONAL WEALTH ADVISORS fund profile VESTIA PERSONAL WEALTH ADVISORS full holdings
How VESTIA PERSONAL WEALTH ADVISORS held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 603,957 +150,035 +33.1% 9.24% $19.7M 2026-04-14 $41.18
2025 Q4 ADDED — — — 453,922 +31,182 +7.4% 9.17% $18.0M 2026-01-27 $40.71
2025 Q3 ADDED — — — 422,740 +66,280 +18.6% 9.26% $16.0M 2025-10-15 $38.18
2025 Q2 ADDED — — — 356,460 +40,182 +12.7% 8.75% $12.8M 2025-07-16 $35.89
2025 Q1 ADDED — — — 316,278 +36,694 +13.1% 8.25% $10.4M 2025-04-30 $31.85
2024 Q4 ADDED — — — 279,584 +27,303 +10.8% 7.96% $9.7M 2025-01-27 $35.05
2024 Q3 ADDED — — — 252,281 +22,821 +9.9% 8.14% $8.6M 2024-11-05 $33.91
2024 Q2 INITIATED — — — 229,460 — — 7.88% $7.4M 2024-08-09 $31.24

🏢 Other funds also holding DFAC

As of 2026 Q1 — sorted by position size

Onyx Financial Advisors, LLC 3Y 59.32% CAPSTONE CAPITAL LLC 46.03% BCU Wealth Advisors, LLC 44.31% SJS Investment Consulting Inc. 3Y 43.82% Monument Group Wealth Advisors, LLC 43.7% Chico Wealth RIA 3Y 42.61% Geometric Wealth Advisors 3Y 42.32% Warburton Capital Management, LLC 40.24% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 39.46% HFM Investment Advisors, LLC 39.16%

FAQ About VESTIA PERSONAL WEALTH ADVISORS and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has VESTIA PERSONAL WEALTH ADVISORS reported owning DFAC?

VESTIA PERSONAL WEALTH ADVISORS reported DFAC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DFAC position in VESTIA PERSONAL WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for DFAC was 9.26% in 2025 Q3.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2026 Q1, when VESTIA PERSONAL WEALTH ADVISORS reported 603,957 shares, equal to 9.24% of portfolio, with an estimated market value of $19.7M.

What does the chart on this DFAC ownership page compare?

The chart compares VESTIA PERSONAL WEALTH ADVISORS's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VESTIA PERSONAL WEALTH ADVISORS time their DFAC position?

Based on 13F filing dates vs. subsequent DFAC price moves, VESTIA PERSONAL WEALTH ADVISORS correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFAC relative to SPY over the holding period was -0.5%.

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