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
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 $20.7B AUM 19.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

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

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return