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VESTIA PERSONAL WEALTH ADVISORS: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VESTIA PERSONAL WEALTH ADVISORS on DFAC, newest first. How the timeline and the estimate are built.

VESTIA PERSONAL WEALTH ADVISORS held 722,749 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 722,749 shares
    Change vs previous 13F +118,792 shares

    10.2% of the 13F portfolio, value $26,109,880.

    13F-HR 0002033299-26-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 603,957 shares
    Change vs previous 13F +150,035 shares

    9.24% of the 13F portfolio, value $19,654,427.

    13F-HR 0002033299-26-000002 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 453,922 shares
    Change vs previous 13F +31,182 shares

    9.17% of the 13F portfolio, value $18,049,633.

    13F-HR 0002033299-26-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 422,740 shares
    Change vs previous 13F +66,280 shares

    9.26% of the 13F portfolio, value $15,980,862.

    13F-HR 0002033299-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 356,460 shares
    Change vs previous 13F +40,182 shares

    8.75% of the 13F portfolio, value $12,773,724.

    13F-HR 0002033299-25-000003 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 316,278 shares
    Change vs previous 13F +36,694 shares

    8.25% of the 13F portfolio, value $10,432,405.

    13F-HR 0001785445-25-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 279,584 shares
    Change vs previous 13F +27,303 shares

    7.96% of the 13F portfolio, value $9,670,893.

    13F-HR 0002033299-25-000001 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 252,281 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $8,635,553.

    13F-HR 0001831263-24-000008 filed by VESTIA PERSONAL WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).