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Medallion Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$867K Sell
13,891
-62
-0.4% -$3.94K 0.28% 81
2025
Q4 		$831K Sell
13,953
-436
-3% -$25.4K 0.28% 83
2025
Q3 		$838K Sell
14,389
-188
-1% -$10.7K 0.3% 80
2025
Q2 		$805K Sell
14,577
-686
-4% -$34.9K 0.31% 83
2025
Q1 		$788K Sell
15,263
-370
-2% -$20.4K 0.36% 70
2024
Q4 		$867K Buy
+15,633
New +$894K 0.43% 56

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.44% in Q1 2026, selling an estimated $3.94K and leaving 13,891 shares worth $867K. The position accounts for 0.28% of the portfolio, ranked #81.

Medallion Wealth Advisors first reported a position in DFAT in Q4 2024 and has held it in 6 quarters since. 818 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Medallion Wealth Advisors held 13,891 shares of Dimensional US Targeted Value ETF worth $867K as of Q1 2026.
  • Medallion Wealth Advisors sold 62 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $3.94K.
  • Dimensional US Targeted Value ETF made up 0.28% of Medallion Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 818 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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