VWM
DFSD

Vermillion Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Vermillion Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$320K Buy
6,706
+68
+1% +$3.26K 0.08% 115
2026
Q1 		$318K Buy
6,638
+528
+9% +$25.4K 0.12% 74
2025
Q4 		$293K Buy
6,110
+98
+2% +$4.72K 0.12% 77
2025
Q3 		$290K Sell
6,012
-1,885
-24% -$90.7K 0.08% 123
2025
Q2 		$379K Buy
7,897
+69
+0.9% +$3.29K 0.18% 56
2025
Q1 		$372K Sell
7,828
-706
-8% -$33.3K 0.11% 97
2024
Q4 		$400K Buy
+8,534
New +$404K 0.2% 52

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Vermillion Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1% in Q2 2026, buying an estimated $3.26K and bringing the position to 6,706 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #115.

Vermillion Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2024. 102 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Vermillion Wealth Management held 6,706 shares of Dimensional Short-Duration Fixed Income ETF worth $320K as of Q2 2026.
  • Vermillion Wealth Management bought 68 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.26K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.08% of Vermillion Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Vermillion Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Vermillion Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $400K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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