Medallion Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60.4K	Sell	1,431 -1	-0.1%	-$42	0.02%	438
2026 Q1	$60.4K	Buy	1,432 +10	+0.7%	+$427	0.02%	440
2025 Q4	$60.5K	Buy	1,422 +1	+0.1%	+$43	0.02%	442
2025 Q3	$60.8K	Sell	1,421 -239	-14%	-$10.1K	0.02%	438
2025 Q2	$70.1K	Sell	1,660 -50	-3%	-$2.08K	0.03%	405
2025 Q1	$72.1K	Buy	1,710 +39	+2%	+$1.63K	0.03%	362
2024 Q4	$69K	Buy	+1,671	New	+$70.4K	0.03%	359

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.07% in Q2 2026, selling an estimated $42 and leaving 1,431 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #438.

Medallion Wealth Advisors first reported a position in DFCF in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.1K in Q1 2025. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Medallion Wealth Advisors held 1,431 shares of Dimensional Core Fixed Income ETF worth $60.4K as of Q2 2026.
Medallion Wealth Advisors sold 1 Dimensional Core Fixed Income ETF share in Q2 2026, an estimated $42.
Dimensional Core Fixed Income ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #438 holding.
Medallion Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $72.1K in Q1 2025.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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