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Medallion Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Medallion Wealth Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.9K Sell
1,382
-238
-15% -$8.28K 0.02% 481
2025
Q4 		$53K Buy
1,620
+231
+17% +$7.37K 0.02% 468
2025
Q3 		$43.6K Buy
1,389
+66
+5% +$2K 0.02% 485
2025
Q2 		$38.9K Sell
1,323
-10
-0.8% -$275 0.02% 501
2025
Q1 		$35.1K Buy
1,333
+75
+6% +$1.95K 0.02% 484
2024
Q4 		$31.3K Buy
+1,258
New +$32.5K 0.02% 484

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 15% in Q1 2026, selling an estimated $8.28K and leaving 1,382 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #481.

Medallion Wealth Advisors first reported a position in DFAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $53K in Q4 2025. 695 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

  • Medallion Wealth Advisors held 1,382 shares of Dimensional World ex US Core Equity 2 ETF worth $46.9K as of Q1 2026.
  • Medallion Wealth Advisors sold 238 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $8.28K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #481 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $53K in Q4 2025.
  • 695 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

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