Latest Miramar Fiduciary Corp Stock Portfolio
Miramar Fiduciary Corp Performance:
2026 Q1: 2.9%YTD: 2.9%2025: 32.11%
Performance for 2026 Q1 is 2.9%, and YTD is 2.9%, and 2025 is 32.11%.
About Miramar Fiduciary Corp and 13F Hedge Fund Stock Holdings
On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Miramar Fiduciary Corp reported an equity portfolio of $122 Millions as of 31 Mar, 2026.
The top stock holdings of Miramar Fiduciary Corp are DFAC, DFAC, DFAC. The fund has invested 55.8% of it's portfolio in DIMENSIONAL ETF TRUST and 25.6% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of Miramar Fiduciary Corp are DFAC, DFAC, DFAC. The fund has invested 55.8% of it's portfolio in DIMENSIONAL ETF TRUST and 25.6% of portfolio in DIMENSIONAL ETF TRUST.
They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC).
Miramar Fiduciary Corp Annual Return Estimates Vs S&P 500
Our best estimate is that Miramar Fiduciary Corp made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 29.83%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -13.09 |
| dimensional etf trust | -8.26 |
| dimensional etf trust | -8.06 |
Miramar Fiduciary Corp reduced stake in above stock
Sold off
Sector Distribution
Miramar Fiduciary Corp has about 96.7% of it's holdings in Others sector.
- Others
- Communication Services
| Sector | % |
|---|---|
| Others | 96.7 |
| Communication Services | 3.3 |
Market Cap. Distribution
Miramar Fiduciary Corp has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| SMALL-CAP | 3.3 |
Stocks belong to which Index?
About 3.3% of the stocks held by Miramar Fiduciary Corp either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 96.7 |
| RUSSELL 2000 | 3.3 |
Miramar Fiduciary Corp Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Miramar Fiduciary Corp
Miramar Fiduciary Corp has 5 stocks in it's portfolio. SSP proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Miramar Fiduciary Corp last quarter.
Last Reported on: 29 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| DFAC | dimensional etf trust | 55.80 | 1,915,820 | 68,069,200 | reduced | -8.06 | ||
| DFAC | dimensional etf trust | 25.56 | 902,483 | 31,180,800 | reduced | -8.26 | ||
| DFAC | dimensional etf trust | 13.21 | 408,578 | 16,114,300 | reduced | -13.09 | ||
| SPY | spdr s&p 500 etf tr | 2.17 | 4,056 | 2,645,070 | unchanged | 0.00 | ||
| SSP | scripps e w co ohio | 3.25 | 1,067,120 | 3,969,700 | unchanged | 0.00 | ||