McCarley & Cook Financial Planners’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$753K	Hold	18,968	–	–	0.57%	20
2026 Q2	$771K	Sell	18,968 -286	-1%	-$11.2K	0.6%	19
2026 Q1	$665K	Sell	19,254 -8,224	-30%	-$292K	0.57%	20
2025 Q4	$909K	Buy	+27,478	New	+$898K	0.82%	18

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

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

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q3 2026 at 18,968 shares worth $753K. The position accounts for 0.57% of the portfolio, ranked #20.

McCarley & Cook Financial Planners first reported a position in DFEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $909K in Q4 2025. 177 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

McCarley & Cook Financial Planners held 18,968 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $753K as of Q3 2026.
McCarley & Cook Financial Planners left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.57% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #20 holding.
McCarley & Cook Financial Planners first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $909K in Q4 2025.
177 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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