MWA
DFAI

Medallion Wealth Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.8M Buy
97,614
+3,728
+4% +$149K 1.24% 13
2025
Q4 		$3.58M Sell
93,886
-9,278
-9% -$344K 1.2% 14
2025
Q3 		$3.75M Buy
103,164
+771
+0.8% +$27.3K 1.33% 12
2025
Q2 		$3.54M Sell
102,393
-19,612
-16% -$643K 1.37% 10
2025
Q1 		$3.82M Buy
122,005
+772
+0.6% +$23.8K 1.73% 7
2024
Q4 		$3.55M Buy
+121,233
New +$3.68M 1.76% 7

Other funds holding DFAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 4% in Q1 2026, buying an estimated $149K and bringing the position to 97,614 shares worth $3.8M. The position accounts for 1.24% of the portfolio, ranked #13.

Medallion Wealth Advisors first reported a position in DFAI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.82M in Q1 2025. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Medallion Wealth Advisors held 97,614 shares of Dimensional International Core Equity Market ETF worth $3.8M as of Q1 2026.
  • Medallion Wealth Advisors bought 3,728 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $149K.
  • Dimensional International Core Equity Market ETF made up 1.24% of Medallion Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional International Core Equity Market ETF position peaked at $3.82M in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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