Maryland Capital Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09M	Buy	+37,731	New	+$2.98M	0.99%	21
2025 Q4	$2.8M	Hold	37,731	–	–	0.95%	22
2025 Q3	$2.73M	Hold	37,731	–	–	0.98%	22
2025 Q2	$2.53M	Hold	37,731	–	–	0.99%	24
2025 Q1	$2.28M	Hold	37,731	–	–	1.01%	22
2024 Q4	$2.41M	Hold	37,731	–	–	1.12%	20
2024 Q3	$2.35M	Hold	37,731	–	–	1.14%	22
2024 Q2	$2.22M	Hold	37,731	–	–	1.2%	21
2024 Q1	$2.15M	Hold	37,731	–	–	1.33%	22
2023 Q4	$1.96M	Hold	37,731	–	–	1.29%	22
2023 Q3	$1.76M	Hold	37,731	–	–	1.34%	21
2023 Q2	$1.82M	Hold	37,731	–	–	1.46%	19
2023 Q1	$1.68M	Hold	37,731	–	–	1.48%	17
2022 Q4	$1.57M	Hold	37,731	–	–	1.47%	18
2022 Q3	$1.47M	Hold	37,731	–	–	1.54%	16
2022 Q2	$1.54M	Hold	37,731	–	–	1.62%	15
2022 Q1	$1.85M	Hold	37,731	–	–	1.62%	19
2021 Q4	$1.95M	Buy	+37,731	New	+$1.9M	1.61%	19

Other funds holding DFUS

RFP

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

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

TWA

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

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

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

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

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

Maryland Capital Advisors opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 37,731 shares worth $3.09M. The stake represents 0.99% of the portfolio and ranks #21 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in DFUS as recently as Q4 2025.

Maryland Capital Advisors first reported a position in DFUS in Q4 2021 and has held it in 18 quarters since. 492 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Maryland Capital Advisors held 37,731 shares of Dimensional US Equity ETF worth $3.09M as of Q2 2026.
Dimensional US Equity ETF was a new Maryland Capital Advisors position in Q2 2026.
Dimensional US Equity ETF made up 0.99% of Maryland Capital Advisors's portfolio in Q2 2026, its #21 holding.
Maryland Capital Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 18 quarters since.
492 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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