Mendota Financial Group LLC's Investment Activity Q1 2026
This quarter, Mendota Financial Group increased its positions in several Dimensional Fund Trust ETFs and Vanguard funds while adding holdings to iShares and American Century ETFs.
As of June 30th, 2026, Mendota Financial Group LLC has shown active investment behavior this quarter. The filing indicates notable changes in their portfolio holdings.
The investor demonstrated a strong preference for Dimensional Fund Trust ETFs, increasing positions significantly in DFUS, DFAS, and AVLC. Specifically, Mendota Financial Group LLC boosted its shares in DFUS by 12.31%, adding approximately 30,292 additional units to their existing position of 276,311 shares valued at $22,640,916 (representing a portfolio allocation increase from the previous period). Similarly, they increased DFAS holdings by about 10.12%, acquiring roughly 16,889 more shares than before.
Alongside these Dimensional Fund additions, Mendota Financial Group also strengthened its positions in iShares and Vanguard products. They significantly increased their investment in IGIB, adding 10.34% more shares (21,586 units) to a position valued at $12,243,269. The Vanguard fund VMBS also saw an increase of 10.44% in shares held (adding 19,269 units). Furthermore, the investor added a new position to iShares with IBDU, acquiring approximately 55,770 shares.
Conversely, Mendota Financial Group LLC also noted changes in other holdings. They significantly reduced their stake in the iShares ETF RSP. The position decreased by 21.33% (selling off about 8,745 shares) from its previous level of $6,864,059 allocation.
Additionally, the investor added a new holding to iShares with IBDT, acquiring approximately 55,780 shares. They also increased their position in PHYL by a substantial 198.36%, adding roughly 18,626 more shares than previously held.
In terms of American Century ETFs, Mendota Financial Group added positions to AVLC (already mentioned), and also increased holdings in AVLV (+44.4%) and AVDE (+35.15%). The investor exited the position they had held previously for SCHR, which is not reflected in the current portfolio structure.
Overall, Mendota Financial Group's investment activity this quarter involved significant additions to Dimensional Fund Trust ETFs (DFUS, DFAS, AVLC), iShares ETFs (IGIB, IBDU, IBDT, PHYL), and Vanguard funds (VMBS). The reduction in the RSP position is a key change. Despite these adjustments, their portfolio remains heavily concentrated with Dimensional Fund Trust ETFs.