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Vermillion Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Vermillion Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.3K Buy
1,096
+122
+13% +$4.67K 0.01% 671
2026
Q1 		$34.8K Buy
974
+359
+58% +$12.9K 0.01% 244
2025
Q4 		$21.1K Buy
615
+2
+0.3% +$67 0.01% 289
2025
Q3 		$20.2K Buy
613
+3
+0.5% +$96 0.01% 867
2025
Q2 		$18.9K Buy
610
+93
+18% +$2.75K 0.01% 268
2025
Q1 		$15.8K Buy
517
+80
+18% +$2.47K ﹤0.01% 758
2024
Q4 		$13.1K Buy
+437
New +$13.7K 0.01% 300

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Vermillion Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 13% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,096 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #671.

Vermillion Wealth Management first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Vermillion Wealth Management held 1,096 shares of Dimensional US Large Cap Value ETF worth $43.3K as of Q2 2026.
  • Vermillion Wealth Management bought 122 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $4.67K.
  • Dimensional US Large Cap Value ETF made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Vermillion Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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