MWA
DFSD

Medallion Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Medallion Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.5K Buy
1,076
+370
+52% +$17.8K 0.02% 470
2025
Q4 		$33.9K Buy
706
+3
+0.4% +$145 0.01% 539
2025
Q3 		$33.9K Sell
703
-42
-6% -$2.02K 0.01% 537
2025
Q2 		$35.7K Buy
745
+458
+160% +$21.8K 0.01% 518
2025
Q1 		$13.7K Buy
287
+1
+0.3% +$47 0.01% 638
2024
Q4 		$13.4K Buy
+286
New +$13.5K 0.01% 622

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 52% in Q1 2026, buying an estimated $17.8K and bringing the position to 1,076 shares worth $51.5K. The position accounts for 0.02% of the portfolio, ranked #470.

Medallion Wealth Advisors first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Medallion Wealth Advisors held 1,076 shares of Dimensional Short-Duration Fixed Income ETF worth $51.5K as of Q1 2026.
  • Medallion Wealth Advisors bought 370 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $17.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #470 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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