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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
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

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 6.5% in Q1 2026, buying an estimated $12.7K and bringing the position to 5,685 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #250.

Medallion Wealth Advisors first reported a position in DFEV in Q4 2024 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Medallion Wealth Advisors held 5,685 shares of Dimensional Emerging Markets Value ETF worth $203K as of Q1 2026.
  • Medallion Wealth Advisors bought 348 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $12.7K.
  • Dimensional Emerging Markets Value ETF made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

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