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Medallion Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Sell
10,825
-290
-3% -$7.45K 0.09% 193
2026
Q1 		$263K Hold
11,115
– – 0.09% 210
2025
Q4 		$255K Buy
11,115
+1,996
+22% +$46.7K 0.09% 210
2025
Q3 		$217K Buy
9,119
+3,191
+54% +$75.2K 0.08% 219
2025
Q2 		$140K Buy
5,928
+5,687
+2,360% +$132K 0.05% 293
2025
Q1 		$5.73K Sell
241
-42
-15% -$991 ﹤0.01% 771
2024
Q4 		$6.62K Buy
+283
New +$7.01K ﹤0.01% 718

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 2.6% in Q2 2026, selling an estimated $7.45K and leaving 10,825 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #193.

Medallion Wealth Advisors first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Medallion Wealth Advisors held 10,825 shares of Dimensional US Real Estate ETF worth $283K as of Q2 2026.
  • Medallion Wealth Advisors sold 290 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $7.45K.
  • Dimensional US Real Estate ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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