Vermillion Wealth Management, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Vermillion Wealth Management, Inc. reported 532 stock positions worth $209.5 million. Its top holding was Dimensional US Eq MKT ETF (DFUS) at 20.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.7%) and Dimensional Core Fixed (DFCF, 9.1%). Compared with Q1 2025, it opened 32 new positions, sold out of 787, added to 163 and reduced 97. The biggest buy was Dimensional US Eq MKT ETF (DFUS, shares +10%) and the biggest sale an exit from Schwab Short-Term Bond Index (SWSBX).

Most Recent 13F
Q2 2026
Location
ROSEMOUNT, MN
CIK
0001737012
Portfolio Value
$209.5M (Q2 2025)
SEC Filing
0001398344-25-013256 ↗ filed Jul 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2024: $195.3M Q4 2024 Q1 2025: $335.8M Q1 2025 Q2 2025: $209.5M $209.5M Q2 2025 Q3 2025: $365.3M Q3 2025 Q4 2025: $244.0M Q4 2025 Q1 2026: $251.2M Q1 2026 Q2 2026: $418.3M Q2 2026

Holdings 532 stocks · $209.5M
DFUS Dimensional US Eq MKT ETF 20.63% 644,963 $43.2M Add +9.8%
BND Vanguard Total Bond Market 10.66% 303,254 $22.3M Reduce -6.5%
DFCF Dimensional Core Fixed Inc. 9.11% 451,495 $19.1M Add +4.3%
VGT Vanguard Info Tech ETF 4.76% 15,028 $10.0M Add +49.8%
DFAI Dimensional International Co. 4.64% 281,124 $9.7M Add +15.8%
DFGX Dimsnl Intr CF in ETF-Usd Inc. 4.15% 162,842 $8.7M Add +6.2%
DFAS Dimensional US Small Cap ETF 4.14% 136,155 $8.7M Add +28.9%
BRK.B Berkshire Hathaway Inc. Class B 2.67% 11,505 $5.6M Reduce -33.5%
VIG Vanguard Dividend Apprec ETF 2.63% 26,961 $5.5M Add +3.7%
DFAE Dimensional Emerging Core Eq 2.17% 156,995 $4.5M Add +12.8%
SCHD Schwab US DVD Equity ETF 1.77% 140,016 $3.7M Add +10.8%
DFNM Dimensional National Muni BD 1.72% 75,876 $3.6M Add +8.7%
VOO Vanguard S&P 500 ETF 1.47% 5,409 $3.1M Add +0.4%
VTEB Vanguard Tax-Exempt Bond ETF 1.06% 45,463 $2.2M Reduce -51.6%
LLY Eli Lilly & Co. 1.05% 2,822 $2.2M Reduce -46.9%
VTWG Vanguard Russell 2000 Growth 1.04% 10,408 $2.2M Add +14.6%
AAPL Apple Inc. 0.94% 9,599 $2.0M Reduce -7.1%
NVDA Nvidia Corp. 0.77% 10,167 $1.6M Reduce -3.5%
SCHX Schwab US Large-Cap ETF 0.75% 64,699 $1.6M Add +1.1%
VYM Vanguard High DVD Yield ETF 0.74% 11,607 $1.5M Reduce -1.2%
VNQ Vanguard Real Estate ETF 0.67% 15,842 $1.4M Add +13.7%
DFSU Dimensional US Sus CORE1 ETF 0.63% 33,826 $1.3M Add +11.8%
DFAC Dimensional US Core Equity 2 0.63% 36,726 $1.3M Add +0.2%
DFSB Dim GLB Sustain Fix Inc. ETF 0.60% 23,901 $1.3M Reduce -10.9%
VTI VG Morningstar TS MKT ETF-US 0.55% 3,763 $1.1M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 1,710 $1.1M Add +6.5%
XEL Xcel Energy Inc. 0.50% 15,507 $1.1M Reduce -4.0%
VTWO Vanguard Russell 2000 ETF 0.49% 11,857 $1.0M Reduce -1.8%
CAT Caterpillar Inc. 0.47% 2,546 $989K Reduce -15.7%
MSFT Microsoft Corp. 0.46% 1,938 $964K Add +4.4%
AMZN Amazon.com Inc. 0.40% 3,775 $828K Reduce -24.9%
SCHR Schwab Intermediate-Term US 0.38% 31,528 $789K Reduce -19.6%
HRL Hormel Foods Corp. 0.37% 25,503 $771K Reduce -0.6%
XME SS SPDR S&P Metals Mining 0.36% 11,360 $764K Add +8.9%
XLK SS Technology Select Sector 0.36% 3,015 $764K Reduce -0.7%
DFAT Dimensional US Target Value 0.36% 13,953 $753K Add +11.4%
WMT Walmart Inc. 0.36% 7,676 $751K Reduce -0.3%
SCHZ Schwab US Aggregate Bond ETF 0.32% 29,234 $679K Reduce -11.8%
SCHG Schwab US Large-Cap Growth 0.32% 22,661 $662K Add +11.1%
WFC Wells Fargo & Co. 0.31% 8,101 $649K Add +0.3%
VXUS Vanguard Total Intl Stock 0.29% 8,677 $599K Add +25.8%
PICK iShares MSCI Global Metals & 0.28% 15,770 $593K Add +13.1%
ITA iShares U.S. Aerospace & Def 0.27% 3,039 $573K Add +0.1%
DFIS Dimensional International SM 0.26% 18,566 $554K Add +13.3%
DE Deere & Co. 0.26% 1,071 $544K Add +0.2%
DFIC Dimensional International Co. 0.24% 16,508 $513K Add +1.4%
BNDX Vanguard Total Intl Bond ETF 0.24% 10,354 $513K Reduce -10.0%
SCHF Schwab Intl Equity ETF 0.24% 22,583 $499K Add +9.2%
COST Costco Wholesale Corp. 0.24% 499 $494K No change
FLRN SS SPDR BB Ig Float RT ETF 0.24% 15,976 $493K Add +10.2%
FPE FT-Preferred Secur & Inc. ETF 0.21% 25,288 $450K Add +1.3%
ECL Ecolab Inc. 0.21% 1,658 $447K Reduce -5.4%
TSLA Tesla Inc. 0.20% 1,347 $428K Reduce -9.1%
META Meta Platforms Inc. Class A 0.19% 553 $408K Add +6.8%
ALE Allete Inc. 0.19% 6,359 $407K No change
DFSD Dimensional Short Duration 0.18% 7,897 $379K Add +0.9%
ORCL Oracle Corp. 0.18% 1,721 $376K Reduce -25.1%
IJR iShares Core S&P Small-Cap E 0.16% 3,160 $345K Reduce -7.1%
DFSI Dimensional Int Sus COR1 ETF 0.16% 8,375 $330K Add +10.1%
EFA iShares MSCI Eafe ETF 0.15% 3,626 $324K Add +1.4%
GLDM SPDR Gold Minishares Trust 0.15% 4,942 $324K Reduce -24.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.15% 737 $323K Add +0.3%
WHR Whirlpool Corp. 0.15% 3,033 $308K No change
MDT Medtronic PLC 0.14% 3,411 $297K Reduce -15.0%
SCHA Schwab US Small-Cap ETF 0.14% 11,643 $295K Reduce -11.5%
V Visa Inc. Class A 0.14% 829 $294K No change
EEM iShares MSCI Emerging Market 0.14% 5,916 $285K Reduce -4.3%
CVX Chevron Corp. 0.13% 1,973 $283K Reduce -13.9%
FAST Fastenal Co. 0.13% 6,627 $278K Add +0.2%
IVV iShares Core S&P 500 ETF 0.13% 445 $276K Add +0.7%
SO The Southern Co. 0.13% 2,990 $275K Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.13% 491 $271K Add +4.3%
BOND PIMCO Active Bond Exchange-T 0.12% 2,665 $246K Reduce -2.0%
VIGI Vanguard Int Div App Indx FD 0.11% 2,651 $239K Add +0.6%
SCHE Schwab Emrg Mrkts Eqty ETF 0.11% 7,779 $234K Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 838 $234K No change
JPM JPMorgan Chase & Co. 0.11% 794 $230K Add +0.3%
GLD SPDR Gold Shares 0.11% 749 $228K Add +0.8%
GOOGL Alphabet Inc. Class A 0.10% 1,244 $219K Add +1.1%
VPU Vanguard Utilities ETF 0.10% 1,218 $215K Add +0.3%
ABT Abbott Laboratories 0.10% 1,568 $213K Reduce -2.8%
VFH Vanguard Financials ETF 0.10% 1,621 $206K Add +0.4%
PG The Procter & Gamble Co. 0.10% 1,291 $206K Reduce -6.3%
TRV The Travelers Cos Inc. 0.10% 767 $205K Add +0.4%
NMS Nuveen MN QLTY Muni Inc. 0.10% 17,474 $199K Add +1.9%
DFAX Dimensional World Ex US Core 0.09% 6,611 $194K Reduce -8.8%
CAG Conagra Brands Inc. 0.09% 8,868 $182K Add +1.5%
CORP PIMCO Inv Grade Corp. BD ETF 0.09% 1,834 $178K Reduce -0.4%
GEV GE Vernova Inc. 0.08% 335 $177K No change
USB US Bancorp 0.08% 3,710 $168K Add +1.2%
IGM iShares Expanded Tech Sector 0.08% 1,488 $167K Add +69.1%
GE General Electric filed as GE AEROSPACE 0.08% 649 $167K Add +0.1%
SMCI Super Micro Computer Inc. 0.08% 3,300 $162K Add +26.9%
DFSE Dimensional Em Sus CORE1 ETF 0.07% 4,102 $156K Add +6.8%
VTES Vanguard SH Term Tax-Ex Bond 0.07% 1,544 $156K Add +0.7%
VDE Vanguard Energy ETF 0.07% 1,302 $155K Reduce -17.3%
BA The Boeing Co. 0.07% 730 $153K Reduce -53.4%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 641 $152K Add +24.0%
EPD Enterprise Products Partners 0.07% 4,860 $151K Add +0.0%
IWM iShares Russell 2000 ETF 0.07% 672 $145K Add +0.3%

Show all 532 holdings

Portfolio Sells Q1 2025 → Q2 2025
SWSBX Schwab Short-Term Bond Index Sold out 0.00% −4.23
SUTXX Schwab US Treasury Money-Ult Sold out 0.00% −3.09
SNSXX Schwab US Treasury Money-Inv Sold out 0.00% −2.55
DFUSX Dfa US LRG Comp Port-Inst Sold out 0.00% −1.69
VTEAX Vanguard T/E Bond Index-Adm Sold out 0.00% −1.68
SNOXX Schwab Trsry Obl MNY-Inv Sold out 0.00% −1.68
SWAGX Schwab US Agg BND Indx Sold out 0.00% −1.47
SWVXX Schwa Prime Adv Money FD-Inv Sold out 0.00% −1.22
SCTXX Schwab Amt Tax FR MNY-Ultra Sold out 0.00% −1.19
SWPPX Schwab S&P 500 Index-Sel Sold out 0.00% −1.18
VFIAX Vanguard 500 Index-Adm Sold out 0.00% −1.12
TREASURY BILL (B 0 06/05/25) Sold out 0.00% −1.04
DMNBX Dfa MN Municipal BND-Inst Sold out 0.00% −0.73
SWTSX Schwab Tot STK MRKT Indx Sold out 0.00% −0.42
DFQTX Dfa US Core Eqty 2 Port-Inst Sold out 0.00% −0.42
TREASURY BILL (B 0 07/03/25) Sold out 0.00% −0.40
TREASURY BILL (B 0 09/11/25) Sold out 0.00% −0.38
DHRIX Diamond Hill Core Bond-I Sold out 0.00% −0.37
DFSMX Dfa SHRT-TRM Muni BND-Inst Sold out 0.00% −0.36
TREASURY BILL (B 0 05/29/25) Sold out 0.00% −0.34
SCOXX Schwab Trsry Obl MNY-Ult Sold out 0.00% −0.33
VTEB Vanguard Tax-Exempt Bond ETF Reduce -51.6% 1.06% −0.32
VIMAX VNGD Mrngst MD-CP Idx FD-Adm Sold out 0.00% −0.28
SWTXX Schwab Municipal Money-Inv Sold out 0.00% −0.27
DFAPX Dfa Investment Grade Port Sold out 0.00% −0.27
LLY Eli Lilly & Co. Reduce -46.9% 1.05% −0.26
SWWXX Schwab Amt Tax FR MNY-Inv Sold out 0.00% −0.21
DFXIX Dfa Diversifed Fix Inc.-Inst Sold out 0.00% −0.19
TREASURY BILL (B 0 05/15/25) Sold out 0.00% −0.16
DFSTX Dfa US Small Cap Portfolio Sold out 0.00% −0.16
SWISX Schwab Intl Indx Sold out 0.00% −0.15
FLG Flagstar Bank NA Sold out 0.00% −0.14
SWSSX Schwab Small-Cap Index Sold out 0.00% −0.14
SNAXX Schwa Prime Adv Money FD-Ult Sold out 0.00% −0.12
DREVX BNYM Large Cap Securities Sold out 0.00% −0.12
FWMIX Amer FND Wash Mut Inv-F3 Sold out 0.00% −0.12
FRIAX Franklin Income Fund-Adv Sold out 0.00% −0.12
FTRNX Fidelity Trend Fund Sold out 0.00% −0.12
DGSIX Dfa GLBL All 60/40 Port-Inst Sold out 0.00% −0.11
WESLACO ISD (TX WESSCD 4.12 02/15/2049) Sold out 0.00% −0.10
SCMIX Columbia SLGM Tech & Info-I2 Sold out 0.00% −0.10
NIXON-SMILEY CONSOL I (TX NIXSCD 4.12 08/15/2054) Sold out 0.00% −0.10
DFWIX World Ex-US Core Equity-Inst Sold out 0.00% −0.09
FYMNX Nuveen MN Muni BND-I Sold out 0.00% −0.09
NINDX Columbia Large Cap Index-I Sold out 0.00% −0.09
PETTUS ISD-REF (TX PTSSCD 4 08/15/2044) Sold out 0.00% −0.09
ESTRN CARVER CO ISD#1 (MN CHASCD 4 02/01/2038) Sold out 0.00% −0.09
DFIEX International Core Equity 2 Sold out 0.00% −0.09
VAFIX Invesco American Franch-Y Sold out 0.00% −0.08
WILLOW POINT MUD (TX WLWUTL 4 09/01/2046) Sold out 0.00% −0.08

Portfolio Buys Q1 2025 → Q2 2025
DFUS Dimensional US Eq MKT ETF Add +9.8% 20.63% +10.05
DFCF Dimensional Core Fixed Inc. Add +4.3% 9.11% +3.69
VGT Vanguard Info Tech ETF Add +49.8% 4.76% +3.14
DFAI Dimensional International Co. Add +15.8% 4.64% +2.38
DFAS Dimensional US Small Cap ETF Add +28.9% 4.14% +2.26
DFGX Dimsnl Intr CF in ETF-Usd Inc. Add +6.2% 4.15% +1.76
VIG Vanguard Dividend Apprec ETF Add +3.7% 2.63% +1.13
DFAE Dimensional Emerging Core Eq Add +12.8% 2.17% +1.10
DFNM Dimensional National Muni BD Add +8.7% 1.72% +0.73
SCHD Schwab US DVD Equity ETF Add +10.8% 1.77% +0.72
VOO Vanguard S&P 500 ETF Add +0.4% 1.47% +0.64
VTWG Vanguard Russell 2000 Growth Add +14.6% 1.04% +0.53
SCHX Schwab US Large-Cap ETF Add +1.1% 0.75% +0.33
DFSU Dimensional US Sus CORE1 ETF Add +11.8% 0.63% +0.31
VNQ Vanguard Real Estate ETF Add +13.7% 0.67% +0.30
DFAC Dimensional US Core Equity 2 Add +0.2% 0.63% +0.27
MSFT Microsoft Corp. Add +4.4% 0.46% +0.25
VTI VG Morningstar TS MKT ETF-US Add +1.6% 0.55% +0.24
SPY SS SPDR S&P 500 ETF Trust-US Add +6.5% 0.50% +0.24
XME SS SPDR S&P Metals Mining Add +8.9% 0.36% +0.19
DFAT Dimensional US Target Value Add +11.4% 0.36% +0.17
SCHG Schwab US Large-Cap Growth Add +11.1% 0.32% +0.16
VXUS Vanguard Total Intl Stock Add +25.8% 0.29% +0.16
DFIS Dimensional International SM Add +13.3% 0.26% +0.14
WFC Wells Fargo & Co. Add +0.3% 0.31% +0.14
ITA iShares U.S. Aerospace & Def Add +0.1% 0.27% +0.14
PICK iShares MSCI Global Metals & Add +13.1% 0.28% +0.13
SCHF Schwab Intl Equity ETF Add +9.2% 0.24% +0.12
DE Deere & Co. Add +0.2% 0.26% +0.11
DFIC Dimensional International Co. Add +1.4% 0.24% +0.11
META Meta Platforms Inc. Class A Add +6.8% 0.19% +0.11
FLRN SS SPDR BB Ig Float RT ETF Add +10.2% 0.24% +0.10
FPE FT-Preferred Secur & Inc. ETF Add +1.3% 0.21% +0.08
DFSI Dimensional Int Sus COR1 ETF Add +10.1% 0.16% +0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +0.3% 0.15% +0.07
DFSD Dimensional Short Duration Add +0.9% 0.18% +0.07
EFA iShares MSCI Eafe ETF Add +1.4% 0.15% +0.07
QQQ Invesco QQQ Trust Series 1 Add +4.3% 0.13% +0.06
QQQM Invesco Nasdaq 100 ETF Add +13950.0% 0.06% +0.06
IUSV iShares Core S&P U.S. Value New 0.06% +0.06
IVV iShares Core S&P 500 ETF Add +0.7% 0.13% +0.06
FAST Fastenal Co. Add +0.2% 0.13% +0.06
IGM iShares Expanded Tech Sector Add +69.1% 0.08% +0.06
JPM JPMorgan Chase & Co. Add +0.3% 0.11% +0.05
SMCI Super Micro Computer Inc. Add +26.9% 0.08% +0.05
SO The Southern Co. Add +0.4% 0.13% +0.05
VIGI Vanguard Int Div App Indx FD Add +0.6% 0.11% +0.05
GOOGL Alphabet Inc. Class A Add +1.1% 0.10% +0.05
GLD SPDR Gold Shares Add +0.8% 0.11% +0.05
GE General Electric Add +0.1% 0.08% +0.04

Notes & Other Activity Q1 2025 → Q2 2025
US TREASURY N/B (T 5 09/30/25) FIX Sold out 560,000 $562Kbefore exit
US TREASURY N/B (T 4.25 05/31/25) FIX Sold out 543,000 $543Kbefore exit
US TREASURY N/B (T 2.25 11/15/25) TREASURY Sold out 517,000 $511Kbefore exit
US TREASURY N/B (T 2.875 11/30/25) #N/A Sold out 353,000 $350Kbefore exit
US TREASURY N/B (T 1.625 05/15/26) NOT Sold out 311,000 $303Kbefore exit
US TREASURY N/B (T 3.5 09/30/26) FIX Sold out 303,000 $301Kbefore exit
US TREASURY N/B (T 4.5 05/15/27) Bond Sold out 295,000 $299Kbefore exit
MORGAN STANLEY (MS 5.85 PERP K) Bond Sold out 8,248 $196Kbefore exit
US TREASURY N/B (T 0.25 08/31/25) FIX Sold out 174,000 $171Kbefore exit
US TREASURY N/B (T 2.125 05/15/25) COM Sold out 105,000 $105Kbefore exit
US TREASURY N/B (T 5 08/31/25) FIX Sold out 101,000 $101Kbefore exit
US TREASURY N/B (T 4.25 10/15/25) TREASURY Sold out 101,000 $101Kbefore exit
US TREASURY N/B (T 4.25 01/31/26) Fixed Income Sold out 98,000 $98Kbefore exit
US TREASURY N/B (T 0.25 06/30/25) FIX Sold out 96,000 $95Kbefore exit
US TREASURY N/B (T 2.625 04/15/25) COM Sold out 90,000 $90Kbefore exit
US TREASURY N/B (T 2.875 06/15/25) FIX Sold out 90,000 $90Kbefore exit
US TREASURY N/B (T 0.25 09/30/25) FIX Sold out 87,000 $85Kbefore exit
US TREASURY N/B (T 4.5 07/15/26) FIX Sold out 77,000 $77Kbefore exit
US TREASURY N/B (T 6.625 02/15/27) TREASURY BONDS Sold out 72,000 $76Kbefore exit
US TREASURY N/B (T 4.125 02/28/27) US Treasury Sold out 61,000 $61Kbefore exit
US TREASURY N/B (T 4.75 07/31/25) FIX Sold out 54,000 $54Kbefore exit
US TREASURY N/B (T 3.125 08/15/25) FIX Sold out 50,000 $50Kbefore exit
MORGAN STANLEY (MS 6.375 PERP I) Preferred Stock Sold out 1,979 $49Kbefore exit
US TREASURY N/B (T 4.875 04/30/26) Fixed Income Sold out 44,000 $44Kbefore exit
US TREASURY N/B (T 4.375 08/15/26) COM Sold out 44,000 $44Kbefore exit
US TREASURY N/B (T 1.75 12/31/26) NOT Sold out 44,000 $42Kbefore exit
US TREASURY N/B (T 0.25 05/31/25) FIX Sold out 42,000 $42Kbefore exit
US TREASURY N/B (T 2.625 12/31/25) #N/A Sold out 42,000 $42Kbefore exit
US TREASURY N/B (T 0.375 04/30/25) FIX Sold out 39,000 $39Kbefore exit
MORGAN STANLEY (MS 7.125 PERP E) PFD Sold out 1,371 $34Kbefore exit
US TREASURY N/B (T 4.5 11/15/25) FIX Sold out 30,000 $30Kbefore exit
US TREASURY N/B (T 2.75 05/15/25) FIX Sold out 30,000 $30Kbefore exit
US TREASURY N/B (T 1.625 02/15/26) Bond Sold out 30,000 $29Kbefore exit
US TREASURY N/B (T 4.125 10/31/26) FIX Sold out 26,000 $26Kbefore exit
US TREASURY N/B (T 2.625 01/31/26) NOT Sold out 25,000 $25Kbefore exit
US TREASURY N/B (T 4.625 06/30/25) FIX Sold out 24,000 $24Kbefore exit
US TREASURY N/B (T 1.875 02/28/27) TREASURY Sold out 19,000 $18Kbefore exit
CHS INC (CHSINC V7.1 PERP 2) PREFERRED STOCK Sold out 728 $18Kbefore exit
US TREASURY N/B (T 4.125 06/15/26) NOT Sold out 16,000 $16Kbefore exit
CHS INC (CHSINC 7.5 PERP 4) PFD Sold out 611 $16Kbefore exit
CHS INC (CHSINC 7.875 PERP 1) PFD Sold out 456 $12Kbefore exit
US BANCORP (USB F PERP B*) COM Sold out 343 $7Kbefore exit
CHS INC (CHSINC 8 PERP) PFD Sold out 186 $5Kbefore exit
BCOSX Baird Core Plus Bond-Inv BOND Sold out 0 $3before exit
FIQSX Fidelity Adv FL RT Hi Inc. Class Z BOND FUNDS Sold out 0 $0before exit
FIWDX Fidelity Strategic Income-Z BOND FUNDS Sold out 0 $0before exit
FTABX Fidelity Tax-Free Bond Fund BOND FUNDS Sold out 0 $0before exit
FXNAX Fidelity US BND Indx BOND Sold out 0 $0before exit
FLCOX Fidelity L/C Val Indx LRG CP VAL IDX Sold out 0 $0before exit
FSPGX Fidelity L/C GR Indx COM Sold out 0 $0before exit

Showing the first 50 of 54.

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,480$418.3MDFUS, BND, DFCF, DFGX, SWSBX
Q1 2026 1,558$251.2MDFUS, BND, DFCF, DFGX, DFAI
Q4 2025 618$244.0MDFUS, BND, DFCF, DFGX, DFAI
Q3 2025 1,471$365.3MDFUS, BND, DFCF, SWSBX, DFAI
Q2 2025 532$209.5MDFUS, BND, DFCF, VGT, DFAI
Q1 2025 1,287$335.8MDFUS, BND, DFCF, SWSBX, SUTXX
Q4 2024 550$195.3MDFUS, BND, DFCF, BRK.B, DFGX