Vistica Wealth Advisors, LLC
50 holdingsFiling period: 2026-03-31Current AUM: $111.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 523.1K | $20.3M | $23.3M | 20.81% | -12,746 | 2026-03-31 |
| 2 | BSVO | EA SERIES TRUST | 577.2K | $14.6M | $16.9M | 15.11% | -31,590 | 2026-03-31 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 122.8K | $6.5M | $7.0M | 6.29% | -8,557 | 2026-03-31 |
| 4 | DISV | DIMENSIONAL ETF TRUST | 157.8K | $6.2M | $6.7M | 5.97% | -7,100 | 2026-03-31 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 155.3K | $5.4M | $5.9M | 5.24% | -8,476 | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 84.9K | $5.1M | $5.0M | 4.43% | +3.7K | 2026-03-31 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 60.5K | $3.8M | $4.3M | 3.83% | -7,778 | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 45.1K | $3.5M | $3.5M | 3.13% | +7.5K | 2026-03-31 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 72.3K | $3.5M | $4.0M | 3.59% | -9,419 | 2026-03-31 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 95.1K | $3.4M | $3.6M | 3.24% | -501 | 2026-03-31 |
| 11 | VTIP | VANGUARD MALVERN FDS | 48.9K | $2.4M | $2.4M | 2.17% | +3.4K | 2026-03-31 |
| 12 | DFAX | DIMENSIONAL ETF TRUST | 71.8K | $2.4M | $2.6M | 2.34% | -4,336 | 2026-03-31 |
| 13 | AVDV | AMERICAN CENTY ETF TR | 21.3K | $2.1M | $2.2M | 2.00% | -1,576 | 2026-03-31 |
| 14 | ITOT | ISHARES TR | 14.7K | $2.1M | $2.4M | 2.16% | -8 | 2026-03-31 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | 71.5K | $1.9M | $2.1M | 1.91% | -23,444 | 2026-03-31 |
| 16 | COLB | COLUMBIA BKG SYS INC | 65.5K | $1.8M | $2.0M | 1.83% | +87 | 2026-03-31 |
| 17 | DFUS | DIMENSIONAL ETF TRUST | 18.4K | $1.3M | $1.5M | 1.34% | -- | 2026-03-31 |
| 18 | AVUV | AMERICAN CENTY ETF TR | 9.9K | $1.1M | $1.2M | 1.11% | -28 | 2026-03-31 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | 28.7K | $1.1M | $1.2M | 1.06% | -1,700 | 2026-03-31 |
| 20 | IDEV | ISHARES TR | 11.2K | $934K | $1.0M | 0.90% | -156 | 2026-03-31 |
| 21 | DFLV | DIMENSIONAL ETF TRUST | 23.0K | $822K | $936K | 0.84% | -10,945 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 3.0K | $764K | $930K | 0.83% | +46 | 2026-03-31 |
| 23 | IVLU | ISHARES TR | 17.0K | $675K | $740K | 0.66% | -- | 2026-03-31 |
| 24 | IEMG | ISHARES INC | 9.5K | $665K | $740K | 0.66% | -- | 2026-03-31 |
| 25 | DFAI | DIMENSIONAL ETF TRUST | 12.8K | $500K | $540K | 0.48% | -- | 2026-03-31 |
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