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Medallion Wealth Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$704K Sell
15,602
-1,162
-7% -$54.6K 0.23% 95
2025
Q4 		$785K Sell
16,764
-3,526
-17% -$163K 0.26% 89
2025
Q3 		$928K Sell
20,290
-246
-1% -$10.8K 0.33% 75
2025
Q2 		$871K Sell
20,536
-1,019
-5% -$39.9K 0.34% 72
2025
Q1 		$831K Buy
21,555
+1,763
+9% +$71.5K 0.38% 63
2024
Q4 		$797K Buy
+19,792
New +$809K 0.4% 64

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

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

Medallion Wealth Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 6.9% in Q1 2026, selling an estimated $54.6K and leaving 15,602 shares worth $704K. The position accounts for 0.23% of the portfolio, ranked #95.

Medallion Wealth Advisors first reported a position in DFAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $928K in Q3 2025. 572 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • Medallion Wealth Advisors held 15,602 shares of Dimensional US Core Equity Market ETF worth $704K as of Q1 2026.
  • Medallion Wealth Advisors sold 1,162 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $54.6K.
  • Dimensional US Core Equity Market ETF made up 0.23% of Medallion Wealth Advisors's portfolio in Q1 2026, its #95 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional US Core Equity Market ETF position peaked at $928K in Q3 2025.
  • 572 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

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