Vermillion Wealth Management »

Dfa Investment Grade Portfolio Instl non-fidelity mutual fund shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Dfa Investment Grade Portfolio Instl non-fidelity mutual fund (DFAPX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa Investment Grade Portfolio Instl non-fidelity mutual fund held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dfa Investment Grade Portfolio Instl non-fidelity mutual fund by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 83k 10.25
2025-03-31 $903k 90k 10.07

More positions owned by Vermillion Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dfa Us Large Company I Equity Funds (DFUSX)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

View all positions for Vermillion Wealth Management

Top funds holding Dfa Investment Grade Portfolio Instl non-fidelity mutual fund

Vermillion Wealth Management
Westside Investment Management
Coston, McIsaac & Partners

View all funds holding Dfa Investment Grade Portfolio Instl non-fidelity mutual fund