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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
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 $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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: Q1 2026 in Review

Medallion Wealth Advisors held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 11,115 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #210.

Medallion Wealth Advisors first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Medallion Wealth Advisors held 11,115 shares of Dimensional US Real Estate ETF worth $263K as of Q1 2026.
  • Medallion Wealth Advisors left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #210 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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