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
Q2 		$141K Sell
3,133
-252
-7% -$11.3K 0.04% 291
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.4% in Q2 2026, selling an estimated $11.3K and leaving 3,133 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #291.

Medallion Wealth Advisors first reported a position in DFSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q4 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Medallion Wealth Advisors held 3,133 shares of Dimensional International Sustainability Core 1 ETF worth $141K as of Q2 2026.
  • Medallion Wealth Advisors sold 252 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.3K.
  • Dimensional International Sustainability Core 1 ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $145K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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