VWM
DFAS icon

Vermillion Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vermillion Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.82M Sell
119,256
-2,389
-2% -$185K 2.3% 9
2026
Q1 		$8.65M Sell
121,645
-4,992
-4% -$366K 3.4% 7
2025
Q4 		$8.82M Sell
126,637
-4,889
-4% -$337K 3.59% 7
2025
Q3 		$9M Sell
131,526
-4,629
-3% -$309K 2.43% 8
2025
Q2 		$8.67M Buy
136,155
+30,555
+29% +$1.83M 4.14% 7
2025
Q1 		$6.31M Buy
105,600
+3,166
+3% +$204K 1.85% 10
2024
Q4 		$6.67M Buy
+102,434
New +$6.85M 3.41% 6

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Vermillion Wealth Management's DFAS Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 2% in Q2 2026, selling an estimated $185K and leaving 119,256 shares worth $9.82M. The position accounts for 2.3% of the portfolio, ranked #9.

Vermillion Wealth Management first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Vermillion Wealth Management held 119,256 shares of Dimensional US Small Cap ETF worth $9.82M as of Q2 2026.
  • Vermillion Wealth Management sold 2,389 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $185K.
  • Dimensional US Small Cap ETF made up 2.3% of Vermillion Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Vermillion Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.