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 Q3	–	Sell	-29,868	Closed	-$1.56M	–	700
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vermillion Wealth Management's DFSB Position: Q3 2026 in Review

Vermillion Wealth Management sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2026, closing a stake of 29,868 shares — an estimated $1.56M sold.

Vermillion Wealth Management first reported a position in DFSB in Q4 2024 and held it in 7 quarters. The position peaked at $1.56M in Q2 2026. 57 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Vermillion Wealth Management reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2026 after selling out during the quarter.
Vermillion Wealth Management sold 29,868 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $1.56M.
Vermillion Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and held it in 7 quarters.
Vermillion Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.56M in Q2 2026.
57 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Vermillion Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.