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
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

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM

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