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Maryland Capital Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Maryland Capital Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.1K Buy
+1,153
New +$49.3K 0.02% 135
2025
Q4 		$64K Sell
1,616
-247
-13% -$9.64K 0.02% 130
2025
Q3 		$71.9K Sell
1,863
-241
-11% -$8.99K 0.03% 120
2025
Q2 		$75.4K Sell
2,104
-78
-4% -$2.6K 0.03% 116
2025
Q1 		$72K Sell
2,182
-38
-2% -$1.32K 0.03% 107
2024
Q4 		$76.8K Hold
2,220
– – 0.04% 109
2024
Q3 		$76.1K Sell
2,220
-321
-13% -$10.6K 0.04% 105
2024
Q2 		$81.9K Sell
2,541
-272
-10% -$8.58K 0.04% 99
2024
Q1 		$89.9K Sell
2,813
-279
-9% -$8.42K 0.06% 94
2023
Q4 		$90.4K Hold
3,092
– – 0.06% 90
2023
Q3 		$81K Sell
3,092
-395
-11% -$10.8K 0.06% 90
2023
Q2 		$94.7K Sell
3,487
-24
-0.7% -$619 0.08% 87
2023
Q1 		$89.5K Buy
3,511
+2,279
+185% +$57.7K 0.08% 89
2022
Q4 		$29.9K Hold
1,232
– – 0.03% 118
2022
Q3 		$27K Buy
1,232
+256
+26% +$6.29K 0.03% 112
2022
Q2 		$23K Hold
976
– – 0.02% 119
2022
Q1 		$27K Buy
976
+922
+1,707% +$25.2K 0.02% 120
2021
Q4 		$2K Buy
+54
New +$1.52K ﹤0.01% 172

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Maryland Capital Advisors's DFAC Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 1,153 shares worth $51.1K. The stake represents 0.02% of the portfolio and ranks #135 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFAC as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $94.7K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Maryland Capital Advisors held 1,153 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $51.1K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Maryland Capital Advisors position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.02% of Maryland Capital Advisors's portfolio in Q2 2026, its #135 holding.
  • Maryland Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 18 quarters since.
  • Maryland Capital Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $94.7K in Q2 2023.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.