2026 Q2 Portfolio Activity
In 2026 Q2, Miramar Fiduciary Corp maintained a portfolio of 5 distinct positions. The fund also reduced its exposure to DIMENSIONAL ETF TRUST by 32.3%.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
DFIC (56.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Miramar Fiduciary Corp Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 56.14% | 55.80% |
#1
Prev: #1
|
6.0 |
—
|
-391,850 | -20.5% |
P
S
|
1,523,973 | $56,783,234 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 24.54% | 25.56% |
#2
Prev: #2
|
5.5 |
—
|
-291,714 | -32.3% |
P
S
|
610,769 | $24,821,652 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 13.40% | 13.21% |
#3
Prev: #3
|
5.5 |
—
|
-70,780 | -17.3% |
P
S
|
337,798 | $13,555,834 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 3.00% | 2.17% |
#4
1
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
4,056 | $3,036,620 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SSP
SCRIPPS E W CO ...
|
Communication Services | 2.92% | 3.25% |
#5
1
Prev: #4
|
2.7 |
—
|
no change | no change |
P
S
|
1,067,124 | $2,955,933 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-5 of 5 holdings