Medallion Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.11M	Buy	62,424 +1,716	+3%	+$60K	0.69%	33
2025 Q4	$1.98M	Buy	60,708 +3,376	+6%	+$109K	0.66%	32
2025 Q3	$1.81M	Buy	57,332 +5,657	+11%	+$170K	0.64%	38
2025 Q2	$1.5M	Buy	51,675 +8,616	+20%	+$231K	0.58%	43
2025 Q1	$1.12M	Buy	43,059 +6,246	+17%	+$162K	0.51%	42
2024 Q4	$934K	Buy	+36,813	New	+$974K	0.46%	47

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.8% in Q1 2026, buying an estimated $60K and bringing the position to 62,424 shares worth $2.11M. The position accounts for 0.69% of the portfolio, ranked #33.

Medallion Wealth Advisors first reported a position in DFAE in Q4 2024 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

Medallion Wealth Advisors held 62,424 shares of Dimensional Emerging Core Equity Market ETF worth $2.11M as of Q1 2026.
Medallion Wealth Advisors bought 1,716 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $60K.
Dimensional Emerging Core Equity Market ETF made up 0.69% of Medallion Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Medallion Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
669 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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