VWWMG
DFSD

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
Q2 		$5.02M Buy
104,868
+1,720
+2% +$82.4K 2.54% 11
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 $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vermillion & White Wealth Management Group's DFSD Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q2 2026, buying an estimated $82.4K and bringing the position to 104,868 shares worth $5.02M. The position accounts for 2.54% of the portfolio, ranked #11.

Vermillion & White Wealth Management Group first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.58M in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Vermillion & White Wealth Management Group held 104,868 shares of Dimensional Short-Duration Fixed Income ETF worth $5.02M as of Q2 2026.
  • Vermillion & White Wealth Management Group bought 1,720 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $82.4K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.54% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #11 holding.
  • Vermillion & White Wealth Management Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Vermillion & White Wealth Management Group's Dimensional Short-Duration Fixed Income ETF position peaked at $6.58M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.