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 Q2	$2.16M	Buy	40,008 +1,805	+5%	+$99.2K	0.68%	36
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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional International Value ETF (DFIV) stake by 4.7% in Q2 2026, buying an estimated $99.2K and bringing the position to 40,008 shares worth $2.16M. The position accounts for 0.68% of the portfolio, ranked #36.

Medallion Wealth Advisors first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Medallion Wealth Advisors held 40,008 shares of Dimensional International Value ETF worth $2.16M as of Q2 2026.
Medallion Wealth Advisors bought 1,805 Dimensional International Value ETF shares in Q2 2026, an estimated $99.2K.
Dimensional International Value ETF made up 0.68% of Medallion Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Medallion Wealth Advisors first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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