Maryland Capital Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$78	Buy	+2	New	+$75	﹤0.01%	777
2025 Q4	$99	Buy	3 +1	+50%	+$32	﹤0.01%	269
2025 Q3	$64	Hold	2	–	–	﹤0.01%	253
2025 Q2	$59	Buy	2 +1	+100%	+$28	﹤0.01%	266
2025 Q1	$29	Buy	+1	New	+$30	﹤0.01%	233
2023 Q1	–	Sell	-129	Closed	-$3.19K	–	233
2022 Q4	$3.19K	Buy	129 +29	+29%	+$717	﹤0.01%	202
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	222
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	209
2022 Q1	$3K	Buy	+100	New	+$2.57K	﹤0.01%	171

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

MWM

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q2 2026: 2 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFSV as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFSV in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.19K in Q4 2022. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Maryland Capital Advisors held 2 shares of Dimensional US Small Cap Value ETF worth $78 as of Q2 2026.
Dimensional US Small Cap Value ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Small Cap Value ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #777 holding.
Maryland Capital Advisors first reported a position in Dimensional US Small Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
Maryland Capital Advisors's Dimensional US Small Cap Value ETF position peaked at $3.19K in Q4 2022.
582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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