Medallion Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Sell	5,549 -136	-2%	-$5.56K	0.07%	217
2026 Q1	$203K	Buy	5,685 +348	+7%	+$12.7K	0.07%	250
2025 Q4	$180K	Sell	5,337 -141	-3%	-$4.65K	0.06%	255
2025 Q3	$175K	Buy	5,478 +28	+0.5%	+$868	0.06%	249
2025 Q2	$164K	Buy	5,450 +4	+0.1%	+$111	0.06%	255
2025 Q1	$148K	Buy	5,446 +372	+7%	+$9.99K	0.07%	243
2024 Q4	$133K	Buy	+5,074	New	+$139K	0.07%	248

Other funds holding DFEV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

BPA

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

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

Medallion Wealth Advisors reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.4% in Q2 2026, selling an estimated $5.56K and leaving 5,549 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #217.

Medallion Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Medallion Wealth Advisors held 5,549 shares of Dimensional Emerging Markets Value ETF worth $237K as of Q2 2026.
Medallion Wealth Advisors sold 136 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $5.56K.
Dimensional Emerging Markets Value ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #217 holding.
Medallion Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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