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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
2026
Q2 		$5.9M Buy
+84,406
New +$5.64M 1.89% 12
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

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 84,406 shares worth $5.9M. The stake represents 1.89% of the portfolio and ranks #12 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFAT as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFAT in Q1 2022 and has held it in 17 quarters since. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Maryland Capital Advisors held 84,406 shares of Dimensional US Targeted Value ETF worth $5.9M as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 1.89% of Maryland Capital Advisors's portfolio in Q2 2026, its #12 holding.
  • Maryland Capital Advisors first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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