Medallion Wealth Advisors, LLC’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio DFUV Stock Details DFUV 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	$177K	Sell
2025 Q4	$170K	Buy
2025 Q3	$152K	Buy
2025 Q2	$140K	Buy
2025 Q1	$132K	Buy
2024 Q4	$129K	Buy