DFAS · Dimensional U.S. Small Cap ETF · Holdings ETF

$78.78 -0.02 (-0.02%)

Volume · Oct 22 348.53K Avg daily vol (3M) 475.3K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 240

Total Value: $1,620,493,921

Total Shares: 20,931,207

Showing 1–100 of 240 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 240 13F filers · Δ vs Jun 30, 2026

Top Holder

5.9%

−12.1 pts

Top 5

22.7%

−11.7 pts

Top 10

35.8%

−6.7 pts

HHI

200

Broadly held−232

Who Holds DFAS

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 917 filers, like-for-like change +4.7%; actively managed books +4.7%; index-like books +4.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	67.5%	647	+5.2%	39	20
Exempt adviser	0.0%	1	new	1	0
Adviser	0.6%	8	-16.0%	1	0
Bank	14.1%	25	+2.2%	0	1
Insurer	0.0%	1	0.0%	0	0
Broker-dealer	0.6%	1	+5.4%	0	0
Holding company	0.6%	6	+14.8%	1	0
Unknown	16.6%	228	+5.7%	14	10

Style	Share	Filers	Change	New	Exited
Index-like	6.5%	9	+4.1%	4	0
Systematic-like	0.0%	2	-29.8%	1	1
Concentrated	43.0%	520	+2.4%	19	11
Diversified active	50.5%	384	+6.7%	32	18
Unknown	0.0%	2	-83.7%	0	1
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	91.8%	723	+4.7%	37	16
Medium turnover	3.8%	83	+7.7%	8	8
High turnover	0.1%	6	-47.6%	2	4
Unknown	4.3%	105	+1.5%	9	3
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	4.0%	99	-2.2%	8	6
Medium horizon	15.6%	243	+6.3%	19	6
Long horizon	79.2%	557	+4.9%	25	18
Unknown	1.2%	18	-7.1%	4	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	22.0%	531	+0.5%	28	17
$1B to $10B	29.5%	278	+6.9%	20	8
$10B to $100B	13.6%	80	+5.8%	5	3
$100B or more	34.9%	28	+5.2%	3	3
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	65.9%	610	+4.9%	32	18
Registered funds and BDCs	0.0%	3	+119.8%	2	0
Pension and profit sharing plans	0.5%	8	+11.6%	0	0
Charitable organizations	0.0%	1	-11.8%	0	1
Corporations	0.0%	3	0.0%	0	0
Other investment advisers	0.3%	7	+71.3%	2	0
Other	0.4%	3	+13.8%	1	0
Diversified	0.5%	10	+8.8%	1	0
Pooled investment vehicles	0.0%	0	-100.0%	0	1
Insurance companies	0.0%	0	—	0	0
Unknown	32.6%	272	+3.8%	18	11

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.1%	17	+10.4%	2	1
Private equity funds	19.1%	19	+6.2%	1	0
Venture capital funds	0.0%	3	+14.3%	0	0
Real estate funds	0.5%	10	+6.1%	0	1
Securitized asset funds	0.0%	1	-16.9%	0	0
Other private funds	5.5%	20	+2.4%	2	0
Mixed private funds	0.0%	1	-8.1%	0	0
Private funds, type not stated	0.0%	4	-3.5%	0	0
No private funds	41.1%	573	+4.9%	35	18
Unknown	32.5%	269	+3.8%	16	11

Location	Share	Filers	Change	New	Exited
United States	97.3%	908	+4.8%	55	31
Outside the US	2.7%	9	+0.9%	1	0

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 11 holders with no observed 2026-03-31 13F and 14 holders with no observed 2026-06-30 13F.

Conviction and Crowding

917 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

536

58.5% of filers hold it in their top 10

Mar 31, 2026: 533

Holders above 5%

median weight 0.170%

Mar 31, 2026: 59

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

42.5%

of 13F shares, Herfindahl 0.043

Active holders

+4.7%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 16.0 quarters

Under 1 year 5.26% 1 to 3 years 21.7% 3 years or more 73.1% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$61.93

estimated per share

Mar 31, 2026: $60.64

Quarter-end price

$82.33

implied by 13F values

Estimated gain or loss

+32.9%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 27.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of DFAS by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	0	0
Active funds	67,138	2
Unclassified	0	0
All registered funds	67,138	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

118

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -677

Institutional value: -87.3%

Shares held: -86.5%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large DAVENPORT & Co LLC	+201,954	1,103,239
Mid Great Waters Wealth Management	+77,573	1,227,703
Small LYNCH & ASSOCIATES/IN	+52,738	64,171
Large Farther Finance Advisors, LLC	+45,609	433,745
Mid Apella Capital, LLC	+38,279	396,207

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Large ASSETMARK, INC	−208,078	151,199
Small HILL ISLAND FINANCIAL LLC	−83,237	206,647
Small JGP Wealth Management, LLC	−82,275	93,229
Small FIRST NATIONAL BANK SIOUX FALLS	−56,871	87,923
Mid 1900 WEALTH MANAGEMENT LLC	−39,641	91,016

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small CASCADE INVESTMENT GROUP, INC.	3,588	$277,782
Small Schear Investment Advisers, LLC	2,903	$224,750
Small Tempo Wealth, LLC	2,903	$224,750
Small SLT Holdings LLC	2,695	$208,646
Small Meriwether Wealth & Planning, LLC	935	$72,387

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid Root Financial Partners, LLC	2,329,592	$191,818,605
Small MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	354,823	$29,216,125
Small VESTIA PERSONAL WEALTH ADVISORS	120,763	$9,943,625
Mid ASPIRIANT, LLC	113,295	$9,328,710
Small Well Done, LLC	79,436	$6,540,760

Filter: New 6 Increased 118 Reduced 71 Sold out 39 Unchanged 45

Holder type: Registered adviser 165 Adviser 1 Unknown 74

Showing 100 of 240

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid Great Waters Wealth Management Registered adviser DFAS	$95,048,766	5.87%	1,227,703	—	+77,573 +6.7%	Shares	2026-10-07
Large DAVENPORT & Co LLC Registered adviser DFAS	$85,412,763	5.27%	1,103,239	—	+201,954 +22.4%	Shares	2026-10-14
Small Moisand Fitzgerald Tamayo, LLC Registered adviser DFAS	$77,013,312	4.75%	994,747	—	+15,124 +1.5%	Shares	2026-10-15
Mid DiNuzzo Private Wealth, Inc. Registered adviser DFAS	$55,581,676	3.43%	717,924	—	-1,245 -0.2%	Shares	2026-10-16
Mid MassMutual Private Wealth & Trust, FSB DFAS	$54,129,509	3.34%	699,167	—	-20,141 -2.8%	Shares	2026-10-05
Mid SAX WEALTH ADVISORS, LLC Registered adviser DFAS	$49,325,598	3.04%	637,117	—	+33,842 +5.6%	Shares	2026-10-13
Small Three Arch Wealth Management LLC DFAS	$46,709,653	2.88%	603,328	—	-18,699 -3.0%	Shares	2026-10-20
Mid Elser Financial Planning, Inc Registered adviser DFAS	$41,443,700	2.56%	535,310	—	-4,036 -0.7%	Shares	2026-10-16
Mid KWMG, LLC Registered adviser DFAS	$41,412,267	2.56%	534,904	—	+23,387 +4.6%	Shares	2026-10-07
Large Farther Finance Advisors, LLC Registered adviser DFAS	$33,580,537	2.07%	433,745	—	+45,609 +11.8%	Shares	2026-10-08
Small PHILLIPS FINANCIAL MANAGEMENT, LLC Registered adviser DFAS	$33,436,691	2.06%	431,887	—	+13,306 +3.2%	Shares	2026-10-19
Mid Apella Capital, LLC DFAS	$30,674,345	1.89%	396,207	—	+38,279 +10.7%	Shares	2026-10-08
Small Disciplined Equity Management, Inc. Registered adviser DFAS	$28,589,657	1.76%	369,280	—	+3,354 +0.9%	Shares	2026-10-14
Small Tanager Wealth Management LLP Registered adviser DFAS	$27,863,999	1.72%	359,907	—	-6,590 -1.8%	Shares	2026-10-19
Small Guardian Wealth Management, LLC DFAS	$24,891,381	1.54%	321,511	—	-16,882 -5.0%	Shares	2026-10-14
Mid Foster Group, Inc. Registered adviser DFAS	$24,580,308	1.52%	317,493	—	-3,673 -1.1%	Shares	2026-10-13
Small PCA Investment Advisory Services Inc. DFAS	$23,833,592	1.47%	307,848	—	+12,544 +4.2%	Shares	2026-10-13
Small Pillar Financial Advisors, LLC Registered adviser DFAS	$23,202,619	1.43%	299,698	—	+9,904 +3.4%	Shares	2026-10-21
Small Allodium Investment Consultants, LLC Registered adviser DFAS	$22,100,390	1.36%	285,461	—	+14,641 +5.4%	Shares	2026-10-14
Small Financial Synergies Wealth Advisors, Inc. Registered adviser DFAS	$22,001,138	1.36%	284,179	—	+5,492 +2.0%	Shares	2026-10-16
Mid MISSION WEALTH MANAGEMENT, LP Registered adviser DFAS	$21,401,055	1.32%	276,428	—	-25,492 -8.4%	Shares	2026-10-15
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DFAS	$20,294,104	1.25%	262,130	—	-6,985 -2.6%	Shares	2026-10-13
Small Tassel Capital Management, Inc. DFAS	$20,120,761	1.24%	259,891	—	+9,334 +3.7%	Shares	2026-10-20
Small EnRich Financial Partners LLC Registered adviser DFAS	$19,841,120	1.22%	256,279	—	+721 +0.3%	Shares	2026-10-21
Mid AdvisorNet Financial, Inc Registered adviser DFAS	$19,614,511	1.21%	253,352	—	-1,800 -0.7%	Shares	2026-10-15
Mid Forvis Mazars Wealth Advisors, LLC Registered adviser DFAS	$17,836,174	1.10%	230,382	—	-13,837 -5.7%	Shares	2026-10-13
Small McGlone Suttner Wealth Management, Inc. Registered adviser DFAS	$17,764,560	1.10%	229,457	—	+3,347 +1.5%	Shares	2026-10-13
Small Factor Wealth Management LTD DFAS	$17,632,095	1.09%	227,746	—	+1,134 +0.5%	Shares	2026-10-08
Small New Hampshire Trust DFAS	$16,938,643	1.05%	218,789	—	-6,625 -2.9%	Shares	2026-10-20
Small HILL ISLAND FINANCIAL LLC Registered adviser DFAS	$15,998,610	0.99%	206,647	—	-83,237 -28.7%	Shares	2026-10-20
Small BANNERMAN WEALTH MANAGEMENT GROUP, LLC DFAS	$15,730,195	0.97%	203,180	—	+11,268 +5.9%	Shares	2026-10-09
Mid Dynamic Advisor Solutions LLC DFAS	$15,551,045	0.96%	200,866	—	+219 +0.1%	Shares	2026-10-13
Mid CGN Advisors LLC Registered adviser DFAS	$14,960,795	0.92%	193,242	—	-4,213 -2.1%	Shares	2026-10-21
Small Spinnaker Investment Group, LLC Registered adviser DFAS	$14,815,246	0.91%	191,362	—	-772 -0.4%	Shares	2026-10-13
Small Pacific Sage Partners, LLC Registered adviser DFAS	$14,556,818	0.90%	188,024	—	-2,230 -1.2%	Shares	2026-10-21
Small Trinity Financial Advisors LLC Registered adviser DFAS	$14,125,201	0.87%	182,449	—	+1,367 +0.8%	Shares	2026-10-09
Small Pioneer Wealth Management Group Registered adviser DFAS	$13,908,038	0.86%	179,644	—	+5,044 +2.9%	Shares	2026-10-09
Small James T. Borello RIA Registered adviser DFAS	$13,610,745	0.84%	175,804	—	+12,960 +8.0%	Shares	2026-10-16
Mid AXXCESS WEALTH MANAGEMENT, LLC Registered adviser DFAS	$13,434,770	0.83%	173,531	—	+6,626 +4.0%	Shares	2026-10-21
Small Mendota Financial Group, LLC DFAS	$13,398,150	0.83%	173,058	—	-10,750 -5.8%	Shares	2026-10-07
Small Wealth Management Partners, LLC Registered adviser DFAS	$12,991,772	0.80%	167,809	—	+14,436 +9.4%	Shares	2026-10-21
Mid Atria Investments, Inc Registered adviser DFAS	$12,367,612	0.76%	159,747	—	+5,996 +3.9%	Shares	2026-10-15
Large ASSETMARK, INC Registered adviser DFAS	$11,705,826	0.72%	151,199	—	-208,078 -57.9%	Shares	2026-10-21
Mid Discipline Wealth Solutions, LLC DFAS	$11,574,212	0.71%	149,499	—	+14,803 +11.0%	Shares	2026-10-14
Small GEM Asset Management, LLC Registered adviser DFAS	$11,168,067	0.69%	144,253	—	+7,640 +5.6%	Shares	2026-10-13
Mid Gemmer Asset Management LLC Registered adviser DFAS	$11,112,247	0.69%	143,532	—	+524 +0.4%	Shares	2026-10-16
Small Colorado Capital Management, Inc. Registered adviser DFAS	$10,788,864	0.67%	139,355	—	+835 +0.6%	Shares	2026-10-15
Mid Forum Financial Management, LP Registered adviser DFAS	$10,549,171	0.65%	136,259	—	-5,196 -3.7%	Shares	2026-10-16
Small Ballentine Capital Advisors, Inc DFAS	$10,320,705	0.64%	133,308	—	+1,013 +0.8%	Shares	2026-10-14
Small Forza Wealth Management, LLC Registered adviser DFAS	$9,692,442	0.60%	125,193	—	+18,871 +17.7%	Shares	2026-10-20
Micro TME FINANCIAL, INC. Registered adviser DFAS	$8,275,268	0.51%	106,888	—	+3,157 +3.0%	Shares	2026-10-14
Small JGP Wealth Management, LLC Registered adviser DFAS	$7,217,789	0.45%	93,229	—	-82,275 -46.9%	Shares	2026-10-13
Small RF&L WEALTH MANAGEMENT, LLC Registered adviser DFAS	$7,080,910	0.44%	91,461	—	+400 +0.4%	Shares	2026-10-20
Mid 1900 WEALTH MANAGEMENT LLC Registered adviser DFAS	$7,046,458	0.43%	91,016	—	-39,641 -30.3%	Shares	2026-10-13
Small JDH Wealth Management, LLC Registered adviser DFAS	$7,024,394	0.43%	90,731	—	-7,527 -7.7%	Shares	2026-10-20
Small FIRST NATIONAL BANK SIOUX FALLS DFAS	$6,806,998	0.42%	87,923	—	-56,871 -39.3%	Shares	2026-10-13
Small SMI Advisory Services, LLC Registered adviser DFAS	$6,669,810	0.41%	86,151	—	+2,610 +3.1%	Shares	2026-10-13
Small COLLECTIVE FAMILY OFFICE LLC Registered adviser DFAS	$6,438,014	0.40%	83,157	—	-2,471 -2.9%	Shares	2026-10-05
Small Navigate Wealth Management, LLC DFAS	$6,256,619	0.39%	80,814	—	+6,846 +9.3%	Shares	2026-10-14
Small Hiley Hunt Wealth Management Registered adviser DFAS	$6,227,122	0.38%	80,433	—	+3,416 +4.4%	Shares	2026-10-08
Small Aspen Wealth Management LLC Registered adviser DFAS	$6,013,830	0.37%	77,678	—	+22,265 +40.2%	Shares	2026-10-14
Small Physician Wealth Advisors, Inc. Registered adviser DFAS	$5,906,139	0.36%	76,287	—	+323 +0.4%	Shares	2026-10-20
Small Woodward Financial Advisors, Inc. DFAS	$5,544,975	0.34%	71,622	—	-1,040 -1.4%	Shares	2026-10-19
Mid PFG Advisors Registered adviser DFAS	$5,435,813	0.34%	70,212	—	+449 +0.6%	Shares	2026-10-16
Small DWR WEALTH MANAGEMENT, LLC DFAS	$5,233,359	0.32%	67,597	—	+6,631 +10.9%	Shares	2026-10-13
Small Kondo Wealth Advisors, Inc. Registered adviser DFAS	$5,120,791	0.32%	66,143	—	+495 +0.8%	Shares	2026-10-19
Mid SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Registered adviser DFAS	$5,011,396	0.31%	64,730	—	+956 +1.5%	Shares	2026-10-13
Small Hartmann Taylor Wealth Management, LLC Registered adviser DFAS	$5,009,228	0.31%	64,702	—	+14,768 +29.6%	Shares	2026-10-14
Small LYNCH & ASSOCIATES/IN DFAS	$4,968,118	0.31%	64,171	—	+52,738 +461.3%	Shares	2026-10-13
Small SC&H Financial Advisors, Inc. Registered adviser DFAS	$4,883,034	0.30%	63,072	—	+1,559 +2.5%	Shares	2026-10-14
Small MLG Wealth Management DBA Pine Grove Financial Group DFAS	$4,802,594	0.30%	62,033	—	+1,236 +2.0%	Shares	2026-10-13
Micro DBK Financial Counsel, LLC DFAS	$4,788,117	0.30%	61,846	—	-643 -1.0%	Shares	2026-10-13
Small Adelphi Trust Co DFAS	$4,600,993	0.28%	59,429	—	+1,174 +2.0%	Shares	2026-10-05
Small TruNorth Capital Management, LLC Registered adviser DFAS	$4,488,501	0.28%	57,976	—	+5 +0.0%	Shares	2026-10-14
Small CLG LLC Registered adviser DFAS	$4,430,204	0.27%	57,223	—	-4,237 -6.9%	Shares	2026-10-13
Small Financial Planning Navigators CORP Registered adviser DFAS	$4,106,743	0.25%	53,045	—	+2,661 +5.3%	Shares	2026-10-14
Small Physician Wealth Solutions Inc. Registered adviser DFAS	$4,092,808	0.25%	52,865	—	0 0.0%	Shares	2026-10-14
Mid NorthCrest Asset Manangement, LLC DFAS	$4,064,472	0.25%	52,499	—	0 0.0%	Shares	2026-10-13
Small MARYLAND CAPITAL ADVISORS INC. Registered adviser DFAS	$3,976,833	0.25%	51,367	—	+1,403 +2.8%	Shares	2026-10-15
Small TCP Asset Management, LLC Registered adviser DFAS	$3,974,046	0.25%	51,331	—	+1,726 +3.5%	Shares	2026-10-14
Large MATHER GROUP, LLC. Registered adviser DFAS	$3,957,245	0.24%	51,114	—	+2,371 +4.9%	Shares	2026-10-14
Small Powers Advisory Group, LLC Registered adviser DFAS	$3,446,506	0.21%	44,517	—	+6,341 +16.6%	Shares	2026-10-14
Small LEGACY FINANCIAL GROUP, INC. Registered adviser DFAS	$3,432,106	0.21%	44,331	—	-365 -0.8%	Shares	2026-10-21
Small Sprinkle Financial Consultants LLC Registered adviser DFAS	$3,325,963	0.21%	42,960	—	+113 +0.3%	Shares	2026-10-09
Small Narus Financial Partners, LLC Registered adviser DFAS	$3,315,434	0.20%	42,824	—	+99 +0.2%	Shares	2026-10-19
Small ENZI WEALTH Registered adviser DFAS	$3,281,291	0.20%	42,383	—	-186 -0.4%	Shares	2026-10-14
Small Pacific Asset Management, LLC Registered adviser DFAS	$3,220,826	0.20%	41,602	—	+1,099 +2.7%	Shares	2026-10-15
Small Olistico Wealth, LLC Registered adviser DFAS	$3,198,684	0.20%	41,316	—	+650 +1.6%	Shares	2026-10-05
Small Lauer Wealth, LLC DFAS	$3,180,103	0.20%	41,076	—	-1,682 -3.9%	Shares	2026-10-13
Small SACHEM HILL LLC Registered adviser DFAS	$3,133,109	0.19%	40,469	—	+405 +1.0%	Shares	2026-10-14
Small RS CRUM INC. Registered adviser DFAS	$3,002,115	0.19%	38,777	—	-100 -0.3%	Shares	2026-10-19
Small PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Registered adviser DFAS	$2,940,256	0.18%	37,978	—	+5,009 +15.2%	Shares	2026-10-20
Small Great Point Wealth Advisors, LLC DFAS	$2,870,501	0.18%	37,077	—	-442 -1.2%	Shares	2026-10-15
Small M Wealth Management, LLC Registered adviser DFAS	$2,825,520	0.17%	36,496	—	-96 -0.3%	Shares	2026-10-14
Small Cambridge Financial Group, LLC Registered adviser DFAS	$2,798,345	0.17%	36,145	—	0 0.0%	Shares	2026-10-06
Small BAKER TILLY WEALTH MANAGEMENT, LLC DFAS	$2,671,609	0.16%	34,508	—	-701 -2.0%	Shares	2026-10-05
Small Triumph Capital Management Registered adviser DFAS	$2,615,557	0.16%	33,784	—	+1,358 +4.2%	Shares	2026-10-14
Small STRATEGY ASSET MANAGERS LLC Registered adviser DFAS	$2,610,679	0.16%	33,721	—	+13,161 +64.0%	Shares	2026-10-14
Small SUTTON PLACE INVESTORS LLC DFAS	$2,563,143	0.16%	33,107	—	-55 -0.2%	Shares	2026-10-20
Micro Alpha Advisors, LLC/VA DFAS	$2,526,292	0.16%	32,631	—	+6,343 +24.1%	Shares	2026-10-19
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