Maryland Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	+378,629	New	+$18.9M	6.27%	4
2025 Q4	$17.6M	Buy	375,239 +15,966	+4%	+$740K	5.94%	4
2025 Q3	$16.4M	Buy	359,273 +42,860	+14%	+$1.89M	5.88%	4
2025 Q2	$13.4M	Buy	316,413 +58,703	+23%	+$2.3M	5.25%	5
2025 Q1	$9.91M	Buy	257,710 +41,044	+19%	+$1.67M	4.37%	6
2024 Q4	$8.77M	Buy	216,666 +15,460	+8%	+$632K	4.07%	7
2024 Q3	$7.99M	Buy	201,206 +10,174	+5%	+$389K	3.88%	7
2024 Q2	$7.16M	Buy	191,032 +980	+0.5%	+$35.6K	3.86%	7
2024 Q1	$6.94M	Buy	190,052 +10,795	+6%	+$374K	4.31%	6
2023 Q4	$5.96M	Buy	179,257 +22,995	+15%	+$714K	3.94%	7
2023 Q3	$4.68M	Buy	156,262 +1,704	+1%	+$53.1K	3.57%	6
2023 Q2	$4.79M	Buy	154,558 +18,394	+14%	+$539K	3.85%	6
2023 Q1	$3.92M	Buy	136,164 +7,871	+6%	+$223K	3.46%	7
2022 Q4	$3.47M	Buy	128,293 +28,316	+28%	+$770K	3.24%	6
2022 Q3	$2.51M	Buy	99,977 +17,664	+21%	+$492K	2.64%	7
2022 Q2	$2.18M	Sell	82,313 -11,905	-13%	-$342K	2.3%	9
2022 Q1	$2.97M	Buy	94,218 +31,059	+49%	+$965K	2.6%	11
2021 Q4	$2.08M	Buy	+63,159	New	+$2.03M	1.72%	18

Other funds holding DFAU

SFA

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Maryland Capital Advisors opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 378,629 shares worth $19.6M. The stake represents 6.27% of the portfolio and ranks #4 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFAU as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFAU in Q4 2021 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Maryland Capital Advisors held 378,629 shares of Dimensional US Core Equity Market ETF worth $19.6M as of Q2 2026.
Dimensional US Core Equity Market ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Core Equity Market ETF made up 6.27% of Maryland Capital Advisors's portfolio in Q2 2026, its #4 holding.
Maryland Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 18 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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