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Maryland Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Maryland Capital Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11M Buy
+49,964
New +$3.87M 1.32% 18
2025
Q4 		$3.46M Buy
49,616
+4,470
+10% +$308K 1.17% 17
2025
Q3 		$3.09M Buy
45,146
+3,808
+9% +$254K 1.11% 18
2025
Q2 		$2.63M Buy
41,338
+8,498
+26% +$509K 1.03% 20
2025
Q1 		$1.96M Buy
32,840
+7,601
+30% +$489K 0.87% 25
2024
Q4 		$1.64M Buy
25,239
+2,029
+9% +$136K 0.76% 27
2024
Q3 		$1.51M Buy
23,210
+2,194
+10% +$137K 0.73% 27
2024
Q2 		$1.26M Buy
21,016
+508
+2% +$30.6K 0.68% 28
2024
Q1 		$1.28M Buy
20,508
+387
+2% +$22.9K 0.79% 29
2023
Q4 		$1.2M Buy
20,121
+2,920
+17% +$156K 0.79% 29
2023
Q3 		$903K Sell
17,201
-62
-0.4% -$3.42K 0.69% 29
2023
Q2 		$946K Buy
17,263
+3,607
+26% +$188K 0.76% 29
2023
Q1 		$720K Buy
13,656
+789
+6% +$42.7K 0.64% 34
2022
Q4 		$658K Buy
12,867
+899
+8% +$46.3K 0.61% 35
2022
Q3 		$557K Buy
11,968
+2,693
+29% +$138K 0.58% 31
2022
Q2 		$445K Buy
9,275
+5,972
+181% +$310K 0.47% 32
2022
Q1 		$185K Buy
+3,303
New +$186K 0.16% 53

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 49,964 shares worth $4.11M. The stake represents 1.32% of the portfolio and ranks #18 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFAS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFAS in Q1 2022 and has held it in 17 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Maryland Capital Advisors held 49,964 shares of Dimensional US Small Cap ETF worth $4.11M as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Dimensional US Small Cap ETF made up 1.32% of Maryland Capital Advisors's portfolio in Q2 2026, its #18 holding.
  • Maryland Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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