Maryland Capital Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Buy	+46,962	New	+$2.25M	0.72%	25
2025 Q4	$2.58M	Hold	53,835	–	–	0.87%	25
2025 Q3	$2.59M	Hold	53,835	–	–	0.93%	25
2025 Q2	$2.58M	Sell	53,835 -7	-0%	-$333	1.01%	23
2025 Q1	$2.56M	Hold	53,842	–	–	1.13%	16
2024 Q4	$2.52M	Sell	53,842 -21	-0%	-$994	1.17%	17
2024 Q3	$2.57M	Sell	53,863 -922	-2%	-$43.8K	1.25%	17
2024 Q2	$2.57M	Hold	54,785	–	–	1.39%	13
2024 Q1	$2.58M	Sell	54,785 -2	-0%	-$94	1.6%	15
2023 Q4	$2.58M	Sell	54,787 -6,727	-11%	-$313K	1.7%	12
2023 Q3	$2.85M	Buy	61,514 +3,151	+5%	+$146K	2.18%	11
2023 Q2	$2.71M	Buy	58,363 +13	+0%	+$605	2.17%	10
2023 Q1	$2.72M	Buy	58,350 +25	+0%	+$1.16K	2.41%	10
2022 Q4	$2.69M	Buy	+58,325	New	+$2.68M	2.51%	8

Other funds holding DFSD

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

RFP

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 46,962 shares worth $2.24M. The stake represents 0.72% of the portfolio and ranks #25 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFSD as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.85M in Q3 2023. 266 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Maryland Capital Advisors held 46,962 shares of Dimensional Short-Duration Fixed Income ETF worth $2.24M as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.72% of Maryland Capital Advisors's portfolio in Q2 2026, its #25 holding.
Maryland Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
Maryland Capital Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $2.85M in Q3 2023.
266 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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