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Medallion Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

Medallion Wealth Advisors’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$842 Hold
25
– – ﹤0.01% 1067
2025
Q4 		$824 Hold
25
– – ﹤0.01% 1057
2025
Q3 		$791 Hold
25
– – ﹤0.01% 1041
2025
Q2 		$746 Hold
25
– – ﹤0.01% 1037
2025
Q1 		$647 Hold
25
– – ﹤0.01% 1011
2024
Q4 		$614 Buy
+25
New +$635 ﹤0.01% 961

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Medallion Wealth Advisors held its Dimensional International Small Cap ETF (DFIS) position steady in Q1 2026 at 25 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Medallion Wealth Advisors first reported a position in DFIS in Q4 2024 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Medallion Wealth Advisors held 25 shares of Dimensional International Small Cap ETF worth $842 as of Q1 2026.
  • Medallion Wealth Advisors left its Dimensional International Small Cap ETF share count unchanged in Q1 2026.
  • Dimensional International Small Cap ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1067 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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