Medallion Wealth Advisors, LLC’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio DFSU Stock Details DFSU 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	$72.4K	Hold
2025 Q4	$76.5K	Hold
2025 Q3	$74.8K	Hold
2025 Q2	$69.6K	Hold
2025 Q1	$63.4K	Hold
2024 Q4	$66.7K	Buy