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Medallion Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Medallion Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$177K Sell
3,645
-12
-0.3% -$589 0.06% 268
2025
Q4 		$170K Buy
3,657
+245
+7% +$11.1K 0.06% 260
2025
Q3 		$152K Buy
3,412
+145
+4% +$6.32K 0.05% 274
2025
Q2 		$140K Buy
3,267
+55
+2% +$2.21K 0.05% 294
2025
Q1 		$132K Buy
3,212
+67
+2% +$2.81K 0.06% 264
2024
Q4 		$129K Buy
+3,145
New +$133K 0.06% 255

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Medallion Wealth Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.33% in Q1 2026, selling an estimated $589 and leaving 3,645 shares worth $177K. The position accounts for 0.06% of the portfolio, ranked #268.

Medallion Wealth Advisors first reported a position in DFUV in Q4 2024 and has held it in 6 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Medallion Wealth Advisors held 3,645 shares of Dimensional US Marketwide Value ETF worth $177K as of Q1 2026.
  • Medallion Wealth Advisors sold 12 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $589.
  • Dimensional US Marketwide Value ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #268 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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