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 Q3	$20.8M	Buy	397,312 +18,683	+5%	+$981K	6.51%	2
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

SHFA

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Maryland Capital Advisors's DFAU Position: Q3 2026 in Review

Maryland Capital Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.9% in Q3 2026, buying an estimated $981K and bringing the position to 397,312 shares worth $20.8M. The position accounts for 6.51% of the portfolio, ranked #2.

Maryland Capital Advisors first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. 91 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

Maryland Capital Advisors held 397,312 shares of Dimensional US Core Equity Market ETF worth $20.8M as of Q3 2026.
Maryland Capital Advisors bought 18,683 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $981K.
Dimensional US Core Equity Market ETF made up 6.51% of Maryland Capital Advisors's portfolio in Q3 2026, its #2 holding.
Maryland Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
91 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.