MWA
DFLV icon

Medallion Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Medallion Wealth Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.25K Hold
35
– – ﹤0.01% 1045
2025
Q4 		$1.2K Hold
35
– – ﹤0.01% 1037
2025
Q3 		$1.15K Hold
35
– – ﹤0.01% 1023
2025
Q2 		$1.1K Hold
35
– – ﹤0.01% 1018
2025
Q1 		$1.07K Hold
35
– – ﹤0.01% 981
2024
Q4 		$1.05K Buy
+35
New +$1.09K ﹤0.01% 920

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Medallion Wealth Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q1 2026 at 35 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Medallion Wealth Advisors first reported a position in DFLV in Q4 2024 and has held it in 6 quarters since. 366 funds tracked by Wall St. Rank hold DFLV as of Q1 2026.

  • Medallion Wealth Advisors held 35 shares of Dimensional US Large Cap Value ETF worth $1.25K as of Q1 2026.
  • Medallion Wealth Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1045 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 366 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2026.

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