Medallion Wealth Advisors’s Dimensional World Equity ETF DFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.53K	Buy	+75	New	+$5.71K	﹤0.01%	854

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Focus Partners Wealth

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

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

Medallion Wealth Advisors opened a new position in Dimensional World Equity ETF (DFAW) in Q1 2026: 75 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

Medallion Wealth Advisors held 75 shares of Dimensional World Equity ETF worth $5.53K as of Q1 2026.
Dimensional World Equity ETF was a new Medallion Wealth Advisors position in Q1 2026.
Dimensional World Equity ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #854 holding.
201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

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