Dimension Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dimension Capital Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,874	Closed	-$1.27M	–	124
2025 Q3	$1.27M	Sell	3,874 -92	-2%	-$29.1K	0.18%	55
2025 Q2	$1.21M	Hold	3,966	–	–	0.19%	51
2025 Q1	$1.09M	Buy	3,966 +1,007	+34%	+$293K	0.19%	43
2024 Q4	$858K	Hold	2,959	–	–	0.14%	48
2024 Q3	$838K	Hold	2,959	–	–	0.16%	50
2024 Q2	$792K	Hold	2,959	–	–	0.16%	50
2024 Q1	$769K	Buy	+2,959	New	+$732K	0.15%	50

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimension Capital Management's VTI Position: Q4 2025 in Review

Dimension Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 3,874 shares — an estimated $1.27M sold.

Dimension Capital Management first reported a position in VTI in Q1 2024 and held it in 7 quarters. The position peaked at $1.27M in Q3 2025. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Dimension Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Dimension Capital Management sold 3,874 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $1.27M.
Dimension Capital Management first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and held it in 7 quarters.
Dimension Capital Management's Vanguard Total Stock Market ETF position peaked at $1.27M in Q3 2025.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Dimension Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.