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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return