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Medallion Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Medallion Wealth Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Sell
4,309
-718
-14% -$26.1K 0.05% 289
2025
Q4 		$173K Hold
5,027
– – 0.06% 258
2025
Q3 		$165K Hold
5,027
– – 0.06% 257
2025
Q2 		$156K Buy
5,027
+4,115
+451% +$121K 0.06% 260
2025
Q1 		$25.4K Hold
912
– – 0.01% 538
2024
Q4 		$23.6K Buy
+912
New +$24.5K 0.01% 533

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 14% in Q1 2026, selling an estimated $26.1K and leaving 4,309 shares worth $153K. The position accounts for 0.05% of the portfolio, ranked #289.

Medallion Wealth Advisors first reported a position in DFIC in Q4 2024 and has held it in 6 quarters since. The position peaked at $173K in Q4 2025. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Medallion Wealth Advisors held 4,309 shares of Dimensional International Core Equity 2 ETF worth $153K as of Q1 2026.
  • Medallion Wealth Advisors sold 718 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $26.1K.
  • Dimensional International Core Equity 2 ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #289 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional International Core Equity 2 ETF position peaked at $173K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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