MWA
DFSV

Medallion Wealth Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Medallion Wealth Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
30,396
+217
+0.7% +$7.67K 0.35% 69
2025
Q4 		$993K Buy
30,179
+418
+1% +$13.4K 0.33% 72
2025
Q3 		$948K Sell
29,761
-339
-1% -$10.6K 0.34% 73
2025
Q2 		$909K Buy
30,100
+850
+3% +$23.5K 0.35% 71
2025
Q1 		$825K Sell
29,250
-459
-2% -$13.9K 0.37% 64
2024
Q4 		$914K Buy
+29,709
New +$941K 0.45% 50

Other funds holding DFSV

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.72% in Q1 2026, buying an estimated $7.67K and bringing the position to 30,396 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #69.

Medallion Wealth Advisors first reported a position in DFSV in Q4 2024 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold DFSV as of Q1 2026.

  • Medallion Wealth Advisors held 30,396 shares of Dimensional US Small Cap Value ETF worth $1.07M as of Q1 2026.
  • Medallion Wealth Advisors bought 217 Dimensional US Small Cap Value ETF shares in Q1 2026, an estimated $7.67K.
  • Dimensional US Small Cap Value ETF made up 0.35% of Medallion Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2026.

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