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Maryland Capital Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Maryland Capital Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.99M Buy
83,791
+7,958
+10% +$464K 1.69% 13
2025
Q3 		$4.41M Buy
75,833
+12,195
+19% +$695K 1.58% 13
2025
Q2 		$3.43M Buy
63,638
+15,020
+31% +$765K 1.35% 15
2025
Q1 		$2.5M Buy
48,618
+4,426
+10% +$244K 1.1% 17
2024
Q4 		$2.46M Buy
44,192
+7,562
+21% +$433K 1.14% 18
2024
Q3 		$2.04M Buy
36,630
+3,582
+11% +$194K 0.99% 23
2024
Q2 		$1.71M Buy
33,048
+650
+2% +$34.1K 0.92% 24
2024
Q1 		$1.76M Buy
32,398
+586
+2% +$30.2K 1.09% 25
2023
Q4 		$1.66M Buy
31,812
+2,616
+9% +$122K 1.1% 24
2023
Q3 		$1.33M Buy
29,196
+338
+1% +$16.1K 1.02% 25
2023
Q2 		$1.34M Buy
28,858
+7,758
+37% +$340K 1.08% 25
2023
Q1 		$939K Buy
21,100
+2,036
+11% +$94.4K 0.83% 28
2022
Q4 		$838K Buy
19,064
+1,567
+9% +$68.8K 0.78% 32
2022
Q3 		$682K Buy
17,497
+6,491
+59% +$277K 0.72% 26
2022
Q2 		$443K Buy
11,006
+8,422
+326% +$369K 0.47% 33
2022
Q1 		$120K Buy
+2,584
New +$120K 0.11% 67

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
AF
Align Financial Hermantown, Minnesota $176M AUM