Maryland Capital Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Buy	+363,491	New	+$13.9M	4.61%	5
2025 Q4	$12M	Buy	351,235 +36,628	+12%	+$1.22M	4.07%	7
2025 Q3	$10.4M	Buy	314,607 +50,654	+19%	+$1.62M	3.7%	8
2025 Q2	$8.19M	Buy	263,953 +54,009	+26%	+$1.6M	3.21%	8
2025 Q1	$6.42M	Buy	209,944 +51,203	+32%	+$1.58M	2.83%	9
2024 Q4	$4.77M	Buy	158,741 +67,692	+74%	+$2.12M	2.21%	10
2024 Q3	$2.81M	Buy	91,049 +22,246	+32%	+$663K	1.36%	13
2024 Q2	$1.99M	Buy	68,803 +4,614	+7%	+$134K	1.07%	22
2024 Q1	$1.93M	Buy	64,189 +6,370	+11%	+$178K	1.19%	23
2023 Q4	$1.56M	Buy	57,819 +28,854	+100%	+$726K	1.03%	25
2023 Q3	$719K	Hold	28,965	–	–	0.55%	34
2023 Q2	$736K	Sell	28,965 -683	-2%	-$16.8K	0.59%	35
2023 Q1	$728K	Buy	29,648 +2	+0%	+$50	0.64%	33
2022 Q4	$727K	Buy	+29,646	New	+$727K	0.68%	33

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Maryland Capital Advisors opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 363,491 shares worth $14.4M. The stake represents 4.61% of the portfolio and ranks #5 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFLV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFLV in Q4 2022 and has held it in 14 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Maryland Capital Advisors held 363,491 shares of Dimensional US Large Cap Value ETF worth $14.4M as of Q2 2026.
Dimensional US Large Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Large Cap Value ETF made up 4.61% of Maryland Capital Advisors's portfolio in Q2 2026, its #5 holding.
Maryland Capital Advisors first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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