McCarley & Cook Financial Planners’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

McCarley & Cook Financial Planners’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$954K	Sell	25,775 -47	-0.2%	-$1.76K	0.72%	18
2026 Q2	$951K	Sell	25,822 -803	-3%	-$29.5K	0.74%	17
2026 Q1	$904K	Sell	26,625 -2,281	-8%	-$79.4K	0.78%	19
2025 Q4	$946K	Buy	+28,906	New	+$922K	0.85%	17

Other funds holding DFAX

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Master's Wealth Management Lancaster, Pennsylvania $343M AUM 11.33% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

McCarley & Cook Financial Planners's DFAX Position: Q3 2026 in Review

McCarley & Cook Financial Planners reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.18% in Q3 2026, selling an estimated $1.76K and leaving 25,775 shares worth $954K. The position accounts for 0.72% of the portfolio, ranked #18.

McCarley & Cook Financial Planners first reported a position in DFAX in Q4 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold DFAX as of Q3 2026.

McCarley & Cook Financial Planners held 25,775 shares of Dimensional World ex US Core Equity 2 ETF worth $954K as of Q3 2026.
McCarley & Cook Financial Planners sold 47 Dimensional World ex US Core Equity 2 ETF shares in Q3 2026, an estimated $1.76K.
Dimensional World ex US Core Equity 2 ETF made up 0.72% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #18 holding.
McCarley & Cook Financial Planners first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
208 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.