Vermillion Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Vermillion Wealth Management’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Buy	29,868 +308	+1%	+$16K	0.36%	40
2026 Q1	$1.53M	Hold	29,560	–	–	0.6%	24
2025 Q4	$1.53M	Buy	29,560 +941	+3%	+$49.7K	0.62%	23
2025 Q3	$1.52M	Buy	28,619 +4,718	+20%	+$248K	0.41%	35
2025 Q2	$1.25M	Sell	23,901 -2,935	-11%	-$151K	0.6%	24
2025 Q1	$1.38M	Buy	26,836 +46	+0.2%	+$2.36K	0.41%	35
2024 Q4	$1.36M	Buy	+26,790	New	+$1.4M	0.7%	21

Other funds holding DFSB

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return