Vermillion & White Wealth Management Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.94M	Sell	103,148 -33,229	-24%	-$1.6M	2.84%	10
2025 Q4	$6.55M	Sell	136,377 -203	-0.1%	-$9.78K	3.56%	7
2025 Q3	$6.58M	Buy	136,580 +8,988	+7%	+$433K	3.75%	7
2025 Q2	$6.13M	Buy	127,592 +188	+0.1%	+$8.95K	3.98%	6
2025 Q1	$6.05M	Buy	127,404 +68,590	+117%	+$3.24M	4.38%	6
2024 Q4	$2.76M	Buy	58,814 +3,543	+6%	+$168K	2.03%	13
2024 Q3	$2.64M	Buy	55,271 +437	+0.8%	+$20.7K	1.95%	14
2024 Q2	$2.58M	Buy	54,834 +43	+0.1%	+$2.02K	1.94%	13
2024 Q1	$2.58M	Buy	54,791 +1,519	+3%	+$71.4K	2.06%	13
2023 Q4	$2.5M	Buy	+53,272	New	+$2.48M	2.43%	11

Other funds holding DFSD

Focus Partners Wealth

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return