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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-92	Closed	-$4.31K	–	190
2025 Q4	$4.31K	Hold	92	–	–	﹤0.01%	432
2025 Q3	$4.21K	Hold	92	–	–	﹤0.01%	448
2025 Q2	$3.9K	Hold	92	–	–	﹤0.01%	431
2025 Q1	$3.54K	Hold	92	–	–	﹤0.01%	404
2024 Q4	$3.73K	Hold	92	–	–	﹤0.01%	295
2024 Q3	$3.65K	Hold	92	–	–	﹤0.01%	274
2024 Q2	$3.45K	Hold	92	–	–	﹤0.01%	282
2024 Q1	$3.36K	Buy	+92	New	+$3.19K	﹤0.01%	271

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM