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Medallion Wealth Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Medallion Wealth Advisors’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.47M Buy
46,756
+5,800
+14% +$444K 1.13% 16
2025
Q4 		$3.05M Buy
40,956
+1,935
+5% +$142K 1.02% 17
2025
Q3 		$2.84M Buy
39,021
+5,004
+15% +$355K 1.01% 18
2025
Q2 		$2.36M Buy
34,017
+4,929
+17% +$318K 0.91% 20
2025
Q1 		$1.87M Buy
29,088
+6,450
+28% +$431K 0.85% 24
2024
Q4 		$1.48M Buy
+22,638
New +$1.51M 0.73% 26

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 14% in Q1 2026, buying an estimated $444K and bringing the position to 46,756 shares worth $3.47M. The position accounts for 1.13% of the portfolio, ranked #16.

Medallion Wealth Advisors first reported a position in DFVX in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Medallion Wealth Advisors held 46,756 shares of Dimensional US Large Cap Vector ETF worth $3.47M as of Q1 2026.
  • Medallion Wealth Advisors bought 5,800 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $444K.
  • Dimensional US Large Cap Vector ETF made up 1.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

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