VWWMG
DFAI

Vermillion & White Wealth Management Group’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.2M Sell
441,873
-39,305
-8% -$1.57M 9.91% 2
2025
Q4 		$18.4M Buy
481,178
+7,471
+2% +$277K 9.99% 2
2025
Q3 		$17.2M Buy
473,707
+93,585
+25% +$3.31M 9.8% 2
2025
Q2 		$13.1M Buy
380,122
+67,939
+22% +$2.23M 8.54% 4
2025
Q1 		$9.75M Buy
312,183
+148,630
+91% +$4.59M 7.06% 4
2024
Q4 		$4.78M Buy
163,553
+15,378
+10% +$466K 3.52% 7
2024
Q3 		$4.71M Sell
148,175
-2,574
-2% -$78.8K 3.48% 7
2024
Q2 		$4.47M Sell
150,749
-1,797
-1% -$53.9K 3.37% 9
2024
Q1 		$4.61M Buy
152,546
+14,056
+10% +$407K 3.68% 6
2023
Q4 		$3.97M Buy
+138,490
New +$3.7M 3.85% 6

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return