Vermillion & White Wealth Management Group, LLC DFCF holdings history
DIMENSIONAL CORE FIXED INC · CUSIP 25434V872 · CIK 1862443
As of 2026-06-30, Vermillion & White Wealth Management Group, LLC reported 407.55K DFCF (shares), valued at $17.26M, or 8.73% of its reported non-derivative portfolio. Filed 2026-08-19.
Verify history & sources →Shares increased 2.08%; reported value increased 2.39%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.73% | 407,548 | SEC filing ↗Filed Aug 19, 2026 |
| Q1 2026 | 9.71% | 399,244 | SEC filing ↗Filed May 15, 2026Amended |
| Q4 2025 | 9.17% | 395,624 | SEC filing ↗Filed Feb 18, 2026 |
| Q3 2025 | 9.29% | 381,926 | SEC filing ↗Filed Nov 26, 2025 |
| Q2 2025 | 9.80% | 356,717 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 9.19% | 301,990 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 3.11% | 102,376 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.96% | 92,626 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.88% | 92,093 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 3.18% | 94,904 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 3.67% | 89,291 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.67% | 89,291 | $3.79M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 3.18% | 94,904 | $3.98M | Shares increased 6.29%; reported value increased 5.16%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.88% | 92,093 | $3.83M | Shares decreased 2.96%; reported value decreased 3.91%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.96% | 92,626 | $4.00M | Shares increased 0.58%; reported value increased 4.57%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.11% | 102,376 | $4.23M | Shares increased 10.53%; reported value increased 5.61%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 9.19% | 301,990 | $12.70M | Shares increased 194.98%; reported value increased 200.63%, and weight changed +6.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 9.80% | 356,717 | $15.07M | Shares increased 18.12%; reported value increased 18.68%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 9.29% | 381,926 | $16.33M | Shares increased 7.07%; reported value increased 8.33%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 26, 2025 |
| Q4 2025 | 9.17% | 395,624 | $16.86M | Shares increased 3.59%; reported value increased 3.24%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2026 |
| Q1 2026 | 9.71% | 399,244 | $16.86M | Shares increased 0.92%; reported value decreased 0.02%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 8.73% | 407,548 | $17.26M | Shares increased 2.08%; reported value increased 2.39%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2026 |
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