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Medallion Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

Medallion Wealth Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.02M Buy
38,203
+1,564
+4% +$82.9K 0.66% 35
2025
Q4 		$1.83M Buy
36,639
+2,574
+8% +$122K 0.61% 37
2025
Q3 		$1.57M Buy
34,065
+4,361
+15% +$195K 0.56% 44
2025
Q2 		$1.27M Buy
29,704
+7,059
+31% +$288K 0.49% 45
2025
Q1 		$892K Buy
22,645
+10,405
+85% +$397K 0.41% 56
2024
Q4 		$436K Buy
+12,240
New +$449K 0.22% 104

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 4.3% in Q1 2026, buying an estimated $82.9K and bringing the position to 38,203 shares worth $2.02M. The position accounts for 0.66% of the portfolio, ranked #35.

Medallion Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 6 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

  • Medallion Wealth Advisors held 38,203 shares of Dimensional International Value ETF worth $2.02M as of Q1 2026.
  • Medallion Wealth Advisors bought 1,564 Dimensional International Value ETF shares in Q1 2026, an estimated $82.9K.
  • Dimensional International Value ETF made up 0.66% of Medallion Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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