Cathy Pareto & Associates’s Dimensional US Equity ETF DFUS Stock Holding History

Cathy Pareto & Associates’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	14,006 +597	+4%	+$47.2K	0.67%	34
2026 Q1	$951K	Buy	13,409 +34	+0.3%	+$2.52K	0.64%	35
2025 Q4	$992K	Buy	13,375 +289	+2%	+$21.2K	0.69%	36
2025 Q3	$948K	Buy	13,086 +482	+4%	+$33.6K	0.72%	33
2025 Q2	$845K	Buy	12,604 +1,133	+10%	+$70.2K	0.7%	35
2025 Q1	$694K	Sell	11,471 -256	-2%	-$16.4K	0.61%	37
2024 Q4	$748K	Buy	+11,727	New	+$752K	0.69%	35

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FFM

Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cathy Pareto & Associates increased its Dimensional US Equity ETF (DFUS) stake by 4.5% in Q2 2026, buying an estimated $47.2K and bringing the position to 14,006 shares worth $1.15M. The position accounts for 0.67% of the portfolio, ranked #34.

Cathy Pareto & Associates first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Cathy Pareto & Associates held 14,006 shares of Dimensional US Equity ETF worth $1.15M as of Q2 2026.
Cathy Pareto & Associates bought 597 Dimensional US Equity ETF shares in Q2 2026, an estimated $47.2K.
Dimensional US Equity ETF made up 0.67% of Cathy Pareto & Associates's portfolio in Q2 2026, its #34 holding.
Cathy Pareto & Associates first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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