Medallion Wealth Advisors, LLC’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio DFLV Stock Details DFLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25K	Hold
2025 Q4	$1.2K	Hold
2025 Q3	$1.15K	Hold
2025 Q2	$1.1K	Hold
2025 Q1	$1.07K	Hold
2024 Q4	$1.05K	Buy