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

McGrath & 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	$229K	Buy	+2,778	New	+$215K	0.3%	32

Other funds holding DFAS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

McGrath & Associates's DFAS Position: Q2 2026 in Review

McGrath & Associates opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,778 shares worth $229K. The stake represents 0.3% of the portfolio and ranks #32 among its holdings.

324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

McGrath & Associates held 2,778 shares of Dimensional US Small Cap ETF worth $229K as of Q2 2026.
Dimensional US Small Cap ETF was a new McGrath & Associates position in Q2 2026.
Dimensional US Small Cap ETF made up 0.3% of McGrath & Associates's portfolio in Q2 2026, its #32 holding.
324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.