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VESTIA PERSONAL WEALTH ADVISORS: DFAI position timeline

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

VESTIA PERSONAL WEALTH ADVISORS held 31,629 DFAI 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 31,629 shares
    Change vs previous 13F +372 shares

    0.51% of the 13F portfolio, value $1,304,685.

    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 31,257 shares
    Change vs previous 13F -2,522 shares

    0.57% of the 13F portfolio, value $1,217,785.

    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 33,779 shares
    Change vs previous 13F +275 shares

    0.68% of the 13F portfolio, value $1,332,904.

    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 33,504 shares
    Change vs previous 13F +114 shares

    0.71% of the 13F portfolio, value $1,217,885.

    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 33,390 shares
    Change vs previous 13F +3,982 shares

    0.79% of the 13F portfolio, value $1,154,282.

    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 29,408 shares
    Change vs previous 13F +199 shares

    0.73% of the 13F portfolio, value $918,401.

    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 29,209 shares
    Change vs previous 13F +23 shares

    0.7% of the 13F portfolio, value $852,898.

    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 29,186 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $927,535.

    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).