Dimensional Fund Advisors’s Medallion Financial MFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$109K Hold
2025
Q1
$99.7K Hold
2024
Q4
$108K Hold
2024
Q3
$93.2K Hold
2024
Q2
$87.9K Hold
2024
Q1
$90.6K Hold
2023
Q4
$113K Hold
2023
Q3
$80.4K Hold
2023
Q2
$90.6K Hold
2023
Q1
$87.8K Hold
2022
Q4
$82 Hold
2022
Q3
$80K Hold
2022
Q2
$73K Hold
2022
Q1
$97K Hold
2021
Q4
$66K Buy
2014
Q4
Sell
2014
Q3
$13.5M Sell
2014
Q2
$16.8M Buy
2014
Q1
$17.2M Sell
2013
Q4
$18.7M Buy
2013
Q3
$19.3M Buy
2013
Q2
$17.9M Buy