MWA
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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
Q2 		$3.94M Buy
47,862
+1,106
+2% +$88.9K 1.24% 15
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 $5.27B AUM 19.34% 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 $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Medallion Wealth Advisors increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 2.4% in Q2 2026, buying an estimated $88.9K and bringing the position to 47,862 shares worth $3.94M. The position accounts for 1.24% of the portfolio, ranked #15.

Medallion Wealth Advisors first reported a position in DFVX in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Medallion Wealth Advisors held 47,862 shares of Dimensional US Large Cap Vector ETF worth $3.94M as of Q2 2026.
  • Medallion Wealth Advisors bought 1,106 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $88.9K.
  • Dimensional US Large Cap Vector ETF made up 1.24% of Medallion Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Medallion Wealth Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 7 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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