Mariner
DFAS icon

Mariner’s Dimensional US Small Cap ETF DFAS Stock Holding History

Mariner’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.5M Buy
685,880
+39,541
+6% +$3.06M 0.06% 254
2026
Q1 		$46M Sell
646,339
-30,221
-4% -$2.22M 0.05% 284
2025
Q4 		$47.1M Buy
676,560
+123,759
+22% +$8.53M 0.06% 265
2025
Q3 		$37.8M Buy
552,801
+45,629
+9% +$3.05M 0.05% 287
2025
Q2 		$32.3M Buy
507,172
+69,232
+16% +$4.15M 0.05% 309
2025
Q1 		$26.2M Buy
437,940
+66,962
+18% +$4.31M 0.04% 322
2024
Q4 		$24.1M Buy
370,978
+36,690
+11% +$2.45M 0.04% 331
2024
Q3 		$21.7M Buy
334,288
+42,761
+15% +$2.68M 0.04% 348
2024
Q2 		$17.5M Buy
291,527
+12,997
+5% +$782K 0.03% 357
2024
Q1 		$17.4M Buy
278,530
+53,555
+24% +$3.17M 0.04% 352
2023
Q4 		$13.4M Buy
224,975
+32,172
+17% +$1.72M 0.03% 394
2023
Q3 		$10.1M Buy
192,803
+5,627
+3% +$310K 0.03% 432
2023
Q2 		$10.3M Buy
187,176
+3,208
+2% +$167K 0.03% 435
2023
Q1 		$9.7M Sell
183,968
-4,744
-3% -$257K 0.03% 448
2022
Q4 		$9.65M Buy
188,712
+22,960
+14% +$1.18M 0.03% 417
2022
Q3 		$7.71M Buy
165,752
+4,603
+3% +$235K 0.03% 404
2022
Q2 		$7.74M Buy
161,149
+51,985
+48% +$2.7M 0.03% 380
2022
Q1 		$6.12M Buy
109,164
+77,529
+245% +$4.36M 0.02% 446
2021
Q4 		$1.9M Buy
+31,635
New +$1.91M 0.01% 667

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner's DFAS Position: Q2 2026 in Review

Mariner increased its Dimensional US Small Cap ETF (DFAS) stake by 6.1% in Q2 2026, buying an estimated $3.06M and bringing the position to 685,880 shares worth $56.5M. The position accounts for 0.06% of the portfolio, ranked #254.

Mariner first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Mariner held 685,880 shares of Dimensional US Small Cap ETF worth $56.5M as of Q2 2026.
  • Mariner bought 39,541 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $3.06M.
  • Dimensional US Small Cap ETF made up 0.06% of Mariner's portfolio in Q2 2026, its #254 holding.
  • Mariner first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.