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Funds Holding Medifast Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Medifast Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of MED →
Funds holding
23
as of 2026-07-31
Reported value
$5.7M
summed across funds
Fund families
10
named trusts
Largest conviction
0.03%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Victory Small Cap Stock FundVictory Portfolios III33.1K sh$325.2K0.03%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust121K sh$1.2M0.03%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST67.5K sh$663.3K0.03%
Dimensional US Small Cap Value ETFDimensional ETF Trust60.6K sh$595.9K0.01%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC110.8K sh$1.1M0.01%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust13.2K sh$129.9K0.00%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust1.8K sh$17.4K0.00%
Dimensional US Vector Equity ETFDimensional ETF Trust2K sh$19.8K0.00%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC23K sh$226.3K0.00%
Dimensional U.S. Small Cap ETFDimensional ETF Trust37.6K sh$369.3K0.00%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC44.4K sh$436.1K0.00%
Column Small Cap FundTrust for Professional Managers873 sh$10.6K0.00%
Victory Extended Market Index FundVictory Portfolios III1.2K sh$11.8K0.00%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust3.7K sh$36.7K0.00%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC7.1K sh$69.5K0.00%
Dimensional US Core Equity 1 ETFDimensional ETF Trust2K sh$19.8K0.00%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC17.6K sh$173.2K0.00%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC9.1K sh$89.3K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST8.9K sh$87.8K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III59 sh$5800.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust4.8K sh$46.9K0.00%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust5.6K sh$55K0.00%
Dimensional U.S. Equity Market ETFDimensional ETF Trust2.1K sh$20.4K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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