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 Q2	$4.09M	Buy	99,030 +1,416	+1%	+$58.3K	1.29%	12
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Medallion Wealth Advisors's DFAI Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 1.5% in Q2 2026, buying an estimated $58.3K and bringing the position to 99,030 shares worth $4.09M. The position accounts for 1.29% of the portfolio, ranked #12.

Medallion Wealth Advisors first reported a position in DFAI in Q4 2024 and has held it in 7 quarters since. 830 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

Medallion Wealth Advisors held 99,030 shares of Dimensional International Core Equity Market ETF worth $4.09M as of Q2 2026.
Medallion Wealth Advisors bought 1,416 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $58.3K.
Dimensional International Core Equity Market ETF made up 1.29% of Medallion Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Medallion Wealth Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2024 and has held it in 7 quarters since.
830 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.