MWA
DFAC icon

Medallion Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3K Sell
471
-76
-14% -$3.06K 0.01% 667
2025
Q4 		$21.7K Hold
547
– – 0.01% 624
2025
Q3 		$21.1K Hold
547
– – 0.01% 624
2025
Q2 		$19.7K Hold
547
– – 0.01% 622
2025
Q1 		$18.1K Sell
547
-63
-10% -$2.19K 0.01% 591
2024
Q4 		$21.1K Buy
+610
New +$21.5K 0.01% 552

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Medallion Wealth Advisors's DFAC Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q1 2026, selling an estimated $3.06K and leaving 471 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #667.

Medallion Wealth Advisors first reported a position in DFAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.7K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Medallion Wealth Advisors held 471 shares of Dimensional US Core Equity 2 ETF worth $18.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 76 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $3.06K.
  • Dimensional US Core Equity 2 ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #667 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional US Core Equity 2 ETF position peaked at $21.7K in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.