Miramar Fiduciary Corp

Key Holdings

The portfolio is dominated by Dimensional ETF Trust products, which collectively command 97.83% of the total assets.

• DFIC (Dimensional International Core Equity Market ETF): This is the portfolio's cornerstone, representing 57.82% of the total value ($72.21 million). As a major position, it indicates a strategic focus on international developed and emerging markets.
• DFEM (Dimensional Emerging Markets ETF): The second-largest holding at 26.08% ($32.57 million), this ETF provides specific exposure to emerging market equities. Combined with DFIC, the firm has a significant overweight to international and global equities relative to the U.S. market.
• DISV (Dimensional International Value ETF): Comprising 13.93% ($17.40 million), this holding introduces a value factor tilt to the international portion of the portfolio.
• SPY (SPDR S&P 500 ETF Trust): The lone U.S. equity position, SPY, constitutes a minimal 2.17% ($2.71 million) of the portfolio, serving as a minor satellite position rather than a core U.S. holding.