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
Q2 		$1.12M Sell
28,857
-1,539
-5% -$57.5K 0.35% 71
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 $34.1B AUM 22.4% 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 $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 5.1% in Q2 2026, selling an estimated $57.5K and leaving 28,857 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #71.

Medallion Wealth Advisors first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Medallion Wealth Advisors held 28,857 shares of Dimensional US Small Cap Value ETF worth $1.12M as of Q2 2026.
  • Medallion Wealth Advisors sold 1,539 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $57.5K.
  • Dimensional US Small Cap Value ETF made up 0.35% of Medallion Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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