VWM
DFSI

Vermillion Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Vermillion Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Buy
11,940
+141
+1% +$6.34K 0.13% 79
2026
Q1 		$500K Buy
11,799
+28
+0.2% +$1.24K 0.2% 53
2025
Q4 		$504K Buy
11,771
+61
+0.5% +$2.54K 0.2% 52
2025
Q3 		$480K Buy
11,710
+3,335
+40% +$134K 0.13% 85
2025
Q2 		$330K Buy
8,375
+770
+10% +$28.6K 0.16% 59
2025
Q1 		$265K Buy
7,605
+19
+0.3% +$659 0.08% 127
2024
Q4 		$249K Buy
+7,586
New +$258K 0.13% 73

Other funds holding DFSI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Vermillion Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.2% in Q2 2026, buying an estimated $6.34K and bringing the position to 11,940 shares worth $538K. The position accounts for 0.13% of the portfolio, ranked #79.

Vermillion Wealth Management first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Vermillion Wealth Management held 11,940 shares of Dimensional International Sustainability Core 1 ETF worth $538K as of Q2 2026.
  • Vermillion Wealth Management bought 141 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.34K.
  • Dimensional International Sustainability Core 1 ETF made up 0.13% of Vermillion Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Vermillion Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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