Dimensional Fund Advisors
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Dimensional Fund Advisors’s Medallion Financial MFIN Stock Holding History

Dimensional Fund Advisors’s Portfolio MFIN Stock Details MFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,988
Closed -$111K – 3288
2025
Q3 		$111K Sell
10,988
-463
-4% -$4.72K ﹤0.01% 3180
2025
Q2 		$109K Hold
11,451
– – ﹤0.01% 3176
2025
Q1 		$99.7K Hold
11,451
– – ﹤0.01% 3202
2024
Q4 		$108K Hold
11,451
– – ﹤0.01% 3236
2024
Q3 		$93.2K Hold
11,451
– – ﹤0.01% 3246
2024
Q2 		$87.9K Hold
11,451
– – ﹤0.01% 3263
2024
Q1 		$90.6K Hold
11,451
– – ﹤0.01% 3270
2023
Q4 		$113K Hold
11,451
– – ﹤0.01% 3265
2023
Q3 		$80.4K Hold
11,451
– – ﹤0.01% 3338
2023
Q2 		$90.6K Hold
11,451
– – ﹤0.01% 3338
2023
Q1 		$87.8K Hold
11,451
– – ﹤0.01% 3322
2022
Q4 		$82 Hold
11,451
– – ﹤0.01% 3350
2022
Q3 		$80K Hold
11,451
– – ﹤0.01% 3360
2022
Q2 		$73K Hold
11,451
– – ﹤0.01% 3363
2022
Q1 		$97K Hold
11,451
– – ﹤0.01% 3397
2021
Q4 		$66K Buy
+11,451
New +$95K ﹤0.01% 3467
2014
Q4 		– Sell
-1,156,736
Closed -$13.5M – 3520
2014
Q3 		$13.5M Sell
1,156,736
-195,254
-14% -$2.32M 0.01% 1969
2014
Q2 		$16.8M Buy
1,351,990
+49,885
+4% +$655K 0.01% 1817
2014
Q1 		$17.2M Sell
1,302,105
-2,650
-0.2% -$36.7K 0.01% 1721
2013
Q4 		$18.7M Buy
1,304,755
+5,694
+0.4% +$88.9K 0.01% 1621
2013
Q3 		$19.3M Buy
1,299,061
+11,542
+0.9% +$169K 0.02% 1456
2013
Q2 		$17.9M Buy
+1,287,519
New +$18.5M 0.02% 1411

Other funds holding MFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Dimensional Fund Advisors's MFIN Position: Q4 2025 in Review

Dimensional Fund Advisors sold out of Medallion Financial (MFIN) in Q4 2025, closing a stake of 10,988 shares — an estimated $111K sold.

Dimensional Fund Advisors first reported a position in MFIN in Q2 2013 and held it in 22 quarters. The position peaked at $19.3M in Q3 2013. 98 funds tracked by Wall St. Rank hold MFIN as of Q4 2025.

  • Dimensional Fund Advisors reported no remaining Medallion Financial position as of Q4 2025 after selling out during the quarter.
  • Dimensional Fund Advisors sold 10,988 Medallion Financial shares in Q4 2025, an estimated $111K.
  • Dimensional Fund Advisors first reported a position in Medallion Financial in Q2 2013 and held it in 22 quarters.
  • Dimensional Fund Advisors's Medallion Financial position peaked at $19.3M in Q3 2013.
  • 98 funds tracked by Wall St. Rank held Medallion Financial as of Q4 2025.

Based on Dimensional Fund Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.