Medallion Wealth Advisors, LLC’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy
2025 Q4	$993K	Buy
2025 Q3	$948K	Sell
2025 Q2	$909K	Buy
2025 Q1	$825K	Sell
2024 Q4	$914K	Buy