CPA
DFAS icon

Cathy Pareto & Associates’s Dimensional US Small Cap ETF DFAS Stock Holding History

Cathy Pareto & Associates’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 		$1.3M Sell
15,769
-208
-1% -$16.1K 0.76% 31
2026
Q1 		$1.14M Sell
15,977
-633
-4% -$46.5K 0.76% 32
2025
Q4 		$1.16M Sell
16,610
-229
-1% -$15.8K 0.8% 32
2025
Q3 		$1.15M Buy
16,839
+711
+4% +$47.5K 0.87% 30
2025
Q2 		$1.03M Sell
16,128
-114
-0.7% -$6.83K 0.85% 28
2025
Q1 		$970K Sell
16,242
-753
-4% -$48.4K 0.86% 27
2024
Q4 		$1.11M Buy
+16,995
New +$1.14M 1.02% 25

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Cathy Pareto & Associates's DFAS Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 15,769 shares worth $1.3M. The position accounts for 0.76% of the portfolio, ranked #31.

Cathy Pareto & Associates first reported a position in DFAS in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Cathy Pareto & Associates held 15,769 shares of Dimensional US Small Cap ETF worth $1.3M as of Q2 2026.
  • Cathy Pareto & Associates sold 208 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $16.1K.
  • Dimensional US Small Cap ETF made up 0.76% of Cathy Pareto & Associates's portfolio in Q2 2026, its #31 holding.
  • Cathy Pareto & Associates first reported a position in Dimensional US Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.