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Medallion Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Medallion Wealth Advisors’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3K Sell
531
-86
-14% -$3.06K 0.01% 664
2025
Q4 		$20.4K Hold
617
– – 0.01% 639
2025
Q3 		$19.8K Buy
617
+134
+28% +$4.14K 0.01% 635
2025
Q2 		$14.4K Buy
483
+4
+0.8% +$110 0.01% 689
2025
Q1 		$12.8K Buy
+479
New +$12.7K 0.01% 656

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 14% in Q1 2026, selling an estimated $3.06K and leaving 531 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #664.

Medallion Wealth Advisors first reported a position in DFEM in Q1 2025 and has held it in 5 quarters since. The position peaked at $20.4K in Q4 2025. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

  • Medallion Wealth Advisors held 531 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $18.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 86 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $3.06K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #664 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $20.4K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

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