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 Q3	$23.7K	Sell	509 -6,197	-92%	-$293K	0.03%	210
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

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

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

Vermillion Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 92% in Q3 2026, selling an estimated $293K and leaving 509 shares worth $23.7K. The position accounts for 0.03% of the portfolio, ranked #210.

Vermillion Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $400K in Q4 2024. 301 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Vermillion Wealth Management held 509 shares of Dimensional Short-Duration Fixed Income ETF worth $23.7K as of Q3 2026.
Vermillion Wealth Management sold 6,197 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $293K.
Dimensional Short-Duration Fixed Income ETF made up 0.03% of Vermillion Wealth Management's portfolio in Q3 2026, its #210 holding.
Vermillion Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Vermillion Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $400K in Q4 2024.
301 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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