Dimensional Etf Trust shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) 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 | $3.5M | 47k | 74.25 |
| 2025-12-31 | $3.0M | 41k | 74.38 |
| 2025-09-30 | $2.8M | 39k | 72.72 |
| 2025-06-30 | $2.4M | 34k | 69.34 |
| 2025-03-31 | $1.9M | 29k | 64.39 |
| 2024-12-31 | $1.5M | 23k | 65.29 |