Cathy Pareto & Associates’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$938K	Buy	17,046 +58	+0.3%	+$3.04K	0.55%	37
2026 Q1	$823K	Buy	16,988 +61	+0.4%	+$2.99K	0.55%	39
2025 Q4	$789K	Sell	16,927 -204	-1%	-$9.25K	0.55%	39
2025 Q3	$766K	Buy	17,131 +75	+0.4%	+$3.27K	0.58%	36
2025 Q2	$721K	Sell	17,056 -4,560	-21%	-$183K	0.6%	40
2025 Q1	$891K	Buy	21,616 +8	+0%	+$336	0.79%	29
2024 Q4	$884K	Buy	+21,608	New	+$917K	0.81%	31

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Cathy Pareto & Associates increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.34% in Q2 2026, buying an estimated $3.04K and bringing the position to 17,046 shares worth $938K. The position accounts for 0.55% of the portfolio, ranked #37.

Cathy Pareto & Associates first reported a position in DFUV in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Cathy Pareto & Associates held 17,046 shares of Dimensional US Marketwide Value ETF worth $938K as of Q2 2026.
Cathy Pareto & Associates bought 58 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $3.04K.
Dimensional US Marketwide Value ETF made up 0.55% of Cathy Pareto & Associates's portfolio in Q2 2026, its #37 holding.
Cathy Pareto & Associates first reported a position in Dimensional US Marketwide Value ETF in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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