Latest Miramar Fiduciary Corp Stock Portfolio
$121Million | No. of Holdings #5
Miramar Fiduciary Corp Performance
2026 Q1+2.90%
YTD+2.90%
2025+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. <br><br> 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. <br><br> They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC).
Miramar Fiduciary Corp Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$121Million
as of Apr 29, 2026Miramar Fiduciary Corp Annual Return Estimates Vs S&P 500
Our best estimate is that Miramar Fiduciary Corp made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 29.83%.
- Performance
- S&P 500
New Buys
No new stocks were added by Miramar Fiduciary Corp
Additions
No additions were made to existing positions by Miramar Fiduciary Corp
Reductions
| Ticker | % Reduced |
|---|---|
| dimensional etf trust | -13.09 |
| dimensional etf trust | -8.26 |
| dimensional etf trust | -8.06 |
Miramar Fiduciary Corp reduced stake in above stock
Sold off
None of the stocks were completely sold off by Miramar Fiduciary Corp
Sector Distribution
Miramar Fiduciary Corp has about 96.7% of it's holdings in Others sector.
- Others
- Communication Services
| Sector | % |
|---|---|
| Others | 96.7 |
| Communication Services | 3.3 |
Market Cap. Distribution
Miramar Fiduciary Corp has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96.7 |
| SMALL-CAP | 3.3 |
Stocks belong to which Index?
About 3.3% of the stocks held by Miramar Fiduciary Corp either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 96.7 |
| RUSSELL 2000 | 3.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| DFAC | dimensional etf trust | 4.3 % |
| DFAC | dimensional etf trust | 3.5 % |
| DFAC | dimensional etf trust | 3.0 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| DFAC | dimensional etf trust | 2.1 M |
| DFAC | dimensional etf trust | 1.4 M |
| DFAC | dimensional etf trust | 0.6 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| SSP | scripps e w co ohio | -6.8 % |
| SPY | spdr s&p 500 etf tr | -4.7 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| SSP | scripps e w co ohio | -0.3 M |
| SPY | spdr s&p 500 etf tr | -0.1 M |
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.
$121.98MTotal Value
5.00Positions
29 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 55.8% | 1,915,820 | $68.07M 55.8% | 8.06%decreased 8.06 percentreduced | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 25.56% | 902,483 | $31.18M 25.56% | 8.26%decreased 8.26 percentreduced | |
DFAC Dimensional Etf TrustDimensional Etf TrustDFAC | 13.21% | 408,578 | $16.11M 13.21% | 13.09%decreased 13.09 percentreduced | |
 SPY Spdr S&P 500 Etf TrSpdr S&P 500 Etf TrSPY | 2.17% | 4,056 | $2.65M 2.17% | 0%unchanged 0 percentunchanged | |
 Scripps E W Co Ohio Miramar Fiduciary Corp's holding in Scripps E W Co Ohio over time | 3.25% | 1,067,120 | $3.97M 3.25% | 0%unchanged 0 percentunchanged | |