Maryland Capital Advisors’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Buy	+226,507	New	+$12.4M	3.92%	8
2025 Q4	$11.6M	Buy	232,118 +5,176	+2%	+$246K	3.92%	8
2025 Q3	$10.5M	Buy	226,942 +10,086	+5%	+$451K	3.75%	7
2025 Q2	$9.29M	Buy	216,856 +16,547	+8%	+$674K	3.64%	7
2025 Q1	$7.88M	Buy	200,309 +11,293	+6%	+$431K	3.48%	8
2024 Q4	$6.71M	Buy	189,016 +48,729	+35%	+$1.79M	3.11%	8
2024 Q3	$5.34M	Buy	140,287 +9,358	+7%	+$346K	2.59%	8
2024 Q2	$4.71M	Buy	130,929 +1,174	+0.9%	+$43.2K	2.53%	8
2024 Q1	$4.77M	Buy	129,755 +4,612	+4%	+$160K	2.96%	8
2023 Q4	$4.3M	Buy	125,143 +9,758	+8%	+$318K	2.84%	10
2023 Q3	$3.76M	Buy	115,385 +2,621	+2%	+$87.3K	2.87%	9
2023 Q2	$3.7M	Buy	112,764 +10,466	+10%	+$344K	2.98%	8
2023 Q1	$3.3M	Buy	102,298 +1,406	+1%	+$45.4K	2.91%	8
2022 Q4	$3.07M	Buy	100,892 +11,854	+13%	+$344K	2.86%	7
2022 Q3	$2.29M	Buy	89,038 +34,521	+63%	+$986K	2.41%	9
2022 Q2	$1.57M	Buy	54,517 +29,403	+117%	+$937K	1.66%	14
2022 Q1	$841K	Buy	25,114 +13,187	+111%	+$445K	0.74%	27
2021 Q4	$391K	Buy	+11,927	New	+$396K	0.32%	36

Other funds holding DFIV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional International Value ETF (DFIV) in Q2 2026: 226,507 shares worth $12.2M. The stake represents 3.92% of the portfolio and ranks #8 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFIV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFIV in Q4 2021 and has held it in 18 quarters since. 495 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Maryland Capital Advisors held 226,507 shares of Dimensional International Value ETF worth $12.2M as of Q2 2026.
Dimensional International Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional International Value ETF made up 3.92% of Maryland Capital Advisors's portfolio in Q2 2026, its #8 holding.
Maryland Capital Advisors first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 18 quarters since.
495 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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