Vermillion Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.7M	Sell	153,196 -527,857	-78%	-$43.8M	14.56%	1
2026 Q2	$55.8M	Buy	681,053 +37,924	+6%	+$3M	13.08%	1
2026 Q1	$45.6M	Buy	643,129 +22,472	+4%	+$1.67M	17.9%	1
2025 Q4	$46M	Sell	620,657 -29,130	-4%	-$2.14M	18.71%	1
2025 Q3	$47.1M	Buy	649,787 +4,824	+0.7%	+$336K	12.72%	1
2025 Q2	$43.2M	Buy	644,963 +57,278	+10%	+$3.55M	20.63%	1
2025 Q1	$35.5M	Buy	587,685 +25,239	+4%	+$1.61M	10.43%	1
2024 Q4	$35.9M	Buy	+562,446	New	+$36.1M	18.36%	1

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

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

Vermillion Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 78% in Q3 2026, selling an estimated $43.8M and leaving 153,196 shares worth $12.7M. The position accounts for 14.56% of the portfolio, ranked #1.

Vermillion Wealth Management first reported a position in DFUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $55.8M in Q2 2026. 562 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Vermillion Wealth Management held 153,196 shares of Dimensional US Equity ETF worth $12.7M as of Q3 2026.
Vermillion Wealth Management sold 527,857 Dimensional US Equity ETF shares in Q3 2026, an estimated $43.8M.
Dimensional US Equity ETF made up 14.56% of Vermillion Wealth Management's portfolio in Q3 2026, its #1 holding.
Vermillion Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 8 quarters since.
Vermillion Wealth Management's Dimensional US Equity ETF position peaked at $55.8M in Q2 2026.
562 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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