Maryland Capital Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Maryland Capital Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.14M	Buy	+158,322	New	+$4.07M	1.33%	17
2025 Q4	$3.74M	Buy	163,162 +6,324	+4%	+$148K	1.26%	16
2025 Q3	$3.74M	Buy	156,838 +10,636	+7%	+$251K	1.34%	16
2025 Q2	$3.43M	Buy	146,202 +4,050	+3%	+$94K	1.34%	16
2025 Q1	$3.38M	Buy	142,152 +6,539	+5%	+$154K	1.49%	12
2024 Q4	$3.16M	Buy	135,613 +10,682	+9%	+$264K	1.46%	12
2024 Q3	$3.2M	Buy	124,931 +5,808	+5%	+$141K	1.56%	11
2024 Q2	$2.63M	Buy	119,123 +3,660	+3%	+$78.6K	1.42%	11
2024 Q1	$2.58M	Buy	115,463 +6,141	+6%	+$135K	1.6%	14
2023 Q4	$2.49M	Buy	109,322 +20,850	+24%	+$427K	1.64%	15
2023 Q3	$1.73M	Buy	88,472 +13,630	+18%	+$289K	1.32%	22
2023 Q2	$1.61M	Buy	74,842 +12,737	+21%	+$269K	1.29%	22
2023 Q1	$1.33M	Buy	62,105 +20,209	+48%	+$444K	1.18%	24
2022 Q4	$886K	Buy	41,896 +4,732	+13%	+$100K	0.83%	29
2022 Q3	$764K	Buy	37,164 +18,851	+103%	+$447K	0.8%	24
2022 Q2	$423K	Buy	18,313 +15,098	+470%	+$378K	0.45%	34
2022 Q1	$87K	Buy	+3,215	New	+$83.7K	0.08%	75

Other funds holding DFAR

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 158,322 shares worth $4.14M. The stake represents 1.33% of the portfolio and ranks #17 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFAR as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. 157 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Maryland Capital Advisors held 158,322 shares of Dimensional US Real Estate ETF worth $4.14M as of Q2 2026.
Dimensional US Real Estate ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Real Estate ETF made up 1.33% of Maryland Capital Advisors's portfolio in Q2 2026, its #17 holding.
Maryland Capital Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
157 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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