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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 0.7% in Q1 2026, buying an estimated $427 and bringing the position to 1,432 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #440.

Medallion Wealth Advisors first reported a position in DFCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $72.1K in Q1 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Medallion Wealth Advisors held 1,432 shares of Dimensional Core Fixed Income ETF worth $60.4K as of Q1 2026.
  • Medallion Wealth Advisors bought 10 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $427.
  • Dimensional Core Fixed Income ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #440 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $72.1K in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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