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Miramar Fiduciary Corp Top Holdings and 13F Report (2024)

About Miramar Fiduciary Corp

Investment Activity

  • Miramar Fiduciary Corp has $96.77 million in total holdings as of September 30, 2024.
  • Miramar Fiduciary Corp owns shares of 4 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • About 10.50% of the portfolio was sold this quarter.
  • This quarter, Miramar Fiduciary Corp has purchased 4 new stocks and bought additional shares in 0 stocks.
  • Miramar Fiduciary Corp sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest Sales this Quarter

Dimensional International Core Equity 2 ETF
225,593 shares (about $5.83M)
SPDR S&P 500 ETF Trust
769 shares (about $450.70K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMiramar Fiduciary Corp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$56,163,072$5,830,451 -9.4%2,173,07358.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$25,736,153$2,610,750 -9.2%982,67126.6%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$12,187,792$1,272,331 -9.5%458,70512.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,684,246$450,695 -14.4%4,5802.8%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data