Medallion Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.3K	Sell	1,017 -90	-8%	-$6.61K	0.02%	409
2025 Q4	$77.1K	Sell	1,107 -104	-9%	-$7.17K	0.03%	396
2025 Q3	$82.9K	Buy	1,211 +84	+7%	+$5.61K	0.03%	383
2025 Q2	$72.7K	Sell	1,127 -47	-4%	-$2.82K	0.03%	399
2025 Q1	$70.4K	Sell	1,174 -185	-14%	-$11.9K	0.03%	365
2024 Q4	$87.3K	Buy	+1,359	New	+$90.9K	0.04%	324

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFP

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

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Small Cap ETF (DFAS) stake by 8.1% in Q1 2026, selling an estimated $6.61K and leaving 1,017 shares worth $72.3K. The position accounts for 0.02% of the portfolio, ranked #409.

Medallion Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 6 quarters since. The position peaked at $87.3K in Q4 2024. 881 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

Medallion Wealth Advisors held 1,017 shares of Dimensional US Small Cap ETF worth $72.3K as of Q1 2026.
Medallion Wealth Advisors sold 90 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $6.61K.
Dimensional US Small Cap ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #409 holding.
Medallion Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Dimensional US Small Cap ETF position peaked at $87.3K in Q4 2024.
881 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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