Miramar Fiduciary Corp

Latest statistics and disclosures from Miramar Fiduciary Corp's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFIC, DFEM, DISV, SPY, and represent 100.00% of Miramar Fiduciary Corp's stock portfolio.
  • Added to shares of these 2 stocks: DFEM (+$31M), DFIC.
  • Started 1 new stock position in DFEM.
  • Reduced shares in these 1 stock: VTI (-$29M).
  • Sold out of its position in VTI.
  • Miramar Fiduciary Corp was a net buyer of stock by $2.2M.
  • Miramar Fiduciary Corp has $116M in assets under management (AUM), dropping by 7.25%.
  • Central Index Key (CIK): 0001587301

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Portfolio Holdings for Miramar Fiduciary Corp

Miramar Fiduciary Corp holds 4 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional International Core Equity 2 ETF (DFIC) 58.3 $68M 2.4M 28.14
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Dimensional Etf Trust (DFEM) 26.3 $31M NEW 1.1M 28.15
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Dimensional International Small Cap Value ETF (DISV) 12.7 $15M 507k 29.06
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Spdr S&p 500 Etf (SPY) 2.7 $3.1M 5.3k 573.76
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Past Filings by Miramar Fiduciary Corp

SEC 13F filings are viewable for Miramar Fiduciary Corp going back to 2021