MWA
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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
Q2 		$67.9K Sell
825
-192
-19% -$14.9K 0.02% 413
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Small Cap ETF (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. 914 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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