Vermillion & White Wealth Management Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-53	Closed	-$3.69K	–	189
2025 Q4	$3.69K	Hold	53	–	–	﹤0.01%	452
2025 Q3	$3.63K	Hold	53	–	–	﹤0.01%	467
2025 Q2	$3.38K	Hold	53	–	–	﹤0.01%	437
2025 Q1	$3.17K	Hold	53	–	–	﹤0.01%	421
2024 Q4	$3.45K	Hold	53	–	–	﹤0.01%	298
2024 Q3	$3.44K	Buy	+53	New	+$3.32K	﹤0.01%	277

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Vermillion & White Wealth Management Group's DFAS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 53 shares — an estimated $3.69K sold.

Vermillion & White Wealth Management Group first reported a position in DFAS in Q3 2024 and held it in 6 quarters. The position peaked at $3.69K in Q4 2025. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 53 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $3.69K.
Vermillion & White Wealth Management Group first reported a position in Dimensional US Small Cap ETF in Q3 2024 and held it in 6 quarters.
Vermillion & White Wealth Management Group's Dimensional US Small Cap ETF position peaked at $3.69K in Q4 2025.
888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.