Dimensional Etf Trust shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Dimensional Etf Trust
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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 | $203k | 5.7k | 35.79 |
| 2025-12-31 | $180k | 5.3k | 33.75 |
| 2025-09-30 | $175k | 5.5k | 31.89 |
| 2025-06-30 | $164k | 5.5k | 30.07 |
| 2025-03-31 | $148k | 5.4k | 27.19 |
| 2024-12-31 | $133k | 5.1k | 26.21 |