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Dimensional Etf Trust shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $704k 16k 45.12
2025-12-31 $785k 17k 46.80
2025-09-30 $929k 20k 45.76
2025-06-30 $871k 21k 42.42
2025-03-31 $832k 22k 38.58
2024-12-31 $801k 20k 40.49

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Sageworth Trust Company
Resources Investment Advisors
Hanson McClain Advisors
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Aquire Wealth Advisors
Colony
Modera Wealth Management
Mars Jewett Financial Group
Kooman & Associates
Beacon Pointe Advisors
Blankinship & Foster
Evoke Wealth
AE Wealth Management

View all funds holding Dimensional Etf Trust