McGrath & Associates: Significant ETF Purchases and Sales Observed in Q2 2026
McGrath & Associates, Inc., a prominent investment firm, demonstrated notable buying activity in PIMCO ETF TR (BOND) this quarter while exiting Dimensional ETFs significantly.
As of June 30th, 2026, McGrath & Associates, Inc., a well-established investment management firm, showed specific changes in its portfolio holdings during the second quarter. The analysis focuses on observable transactions based on available filing data.
Among the most significant actions taken by McGrath this quarter was an increase in their position in PIMCO ETF TR (BOND). This bond fund experienced a notable 10.22% rise in share count, indicating strong confidence from the firm during this period.
Furthermore, McGrath established a new position with DIMENSIONAL ETF TRUST (DFAS). The fund saw its shares increase by 100% compared to the previous quarter, suggesting either an initial investment or a substantial reinvestment in this Dimensional Fund.
On the other side of their portfolio adjustments, McGrath & Associates divested from DIMENSIONAL ETF TRUST (DFLV). This fund suffered a significant reduction, with its share count decreasing by 60.34%, representing one of the largest sell-offs in their portfolio this quarter.
Other notable buying activity included increases in DIMENSIONAL ETF TRUST (DFAC), which saw a 24.67% share increase, and TIDAL TRUST II (RSST) with a modest 3.55% rise.
In contrast, McGrath sold off substantial portions of other Dimensional ETFs like DIMENSIONAL ETF TRUST (DFIC), which experienced an approximately 43.42% decrease in shares (-36k shares), and exited the position in SCHWAB STRATEGIC TR (FNDX) entirely, as its share count decreased by 12.58%.
The firm also made smaller adjustments with other Dimensional ETFs and Schwab funds, including increases in DIMENSIONAL ETF TRUST (DFIV) and decreases in several others like SCHWAB STRATEGIC TR (FNDA), (FNDE), and VANGUARD BD INDEX FDS (BND).