MWA
DFUS

Medallion Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Medallion Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Buy
1,796
+2
+0.1% +$148 0.04% 315
2025
Q4 		$133K Sell
1,794
-64
-3% -$4.7K 0.04% 306
2025
Q3 		$135K Buy
1,858
+2
+0.1% +$139 0.05% 297
2025
Q2 		$124K Sell
1,856
-64
-3% -$3.96K 0.05% 310
2025
Q1 		$117K Sell
1,920
-231
-11% -$14.8K 0.05% 283
2024
Q4 		$137K Buy
+2,151
New +$138K 0.07% 241

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 0.11% in Q1 2026, buying an estimated $148 and bringing the position to 1,796 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #315.

Medallion Wealth Advisors first reported a position in DFUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q4 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Medallion Wealth Advisors held 1,796 shares of Dimensional US Equity ETF worth $127K as of Q1 2026.
  • Medallion Wealth Advisors bought 2 Dimensional US Equity ETF shares in Q1 2026, an estimated $148.
  • Dimensional US Equity ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #315 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Dimensional US Equity ETF position peaked at $137K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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