MWA
DFSI

Medallion Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Medallion Wealth Advisors’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144K Hold
3,385
– – 0.05% 296
2025
Q4 		$145K Buy
3,385
+43
+1% +$1.79K 0.05% 289
2025
Q3 		$137K Sell
3,342
-50
-1% -$2K 0.05% 291
2025
Q2 		$133K Buy
3,392
+18
+0.5% +$669 0.05% 298
2025
Q1 		$118K Sell
3,374
-64
-2% -$2.22K 0.05% 279
2024
Q4 		$113K Buy
+3,438
New +$117K 0.06% 271

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Medallion Wealth Advisors held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q1 2026 at 3,385 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #296.

Medallion Wealth Advisors first reported a position in DFSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $145K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Medallion Wealth Advisors held 3,385 shares of Dimensional International Sustainability Core 1 ETF worth $144K as of Q1 2026.
  • Medallion Wealth Advisors left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional International Sustainability Core 1 ETF made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #296 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $145K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

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