Medallion Wealth Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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 Q2	$67.9K	Sell	825 -192	-19%	-$14.9K	0.02%	413
2026 Q1	$72.3K	Sell	1,017 -90	-8%	-$6.6K	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 $179B AUM 16.96% 1-Year Est. Return

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

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 19% in Q2 2026, selling an estimated $14.9K and leaving 825 shares worth $67.9K. The position accounts for 0.02% of the portfolio, ranked #413.

Medallion Wealth Advisors first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. The position peaked at $87.3K in Q4 2024. 921 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Medallion Wealth Advisors held 825 shares of U.S. Small Cap Portfolio ETF Class Shares worth $67.9K as of Q2 2026.
Medallion Wealth Advisors sold 192 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $14.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #413 holding.
Medallion Wealth Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $87.3K in Q4 2024.
921 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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