McCarley & Cook Financial Planners’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.37M	Hold	63,012	–	–	1.8%	11
2026 Q2	$2.35M	Sell	63,012 -945	-1%	-$35.4K	1.82%	10
2026 Q1	$2.27M	Sell	63,957 -4,523	-7%	-$164K	1.96%	11
2025 Q4	$2.36M	Buy	+68,480	New	+$2.29M	2.13%	9

Other funds holding DFIC

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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

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

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

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

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

McCarley & Cook Financial Planners held its Dimensional International Core Equity 2 ETF (DFIC) position steady in Q3 2026 at 63,012 shares worth $2.37M. The position accounts for 1.8% of the portfolio, ranked #11.

McCarley & Cook Financial Planners first reported a position in DFIC in Q4 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

McCarley & Cook Financial Planners held 63,012 shares of Dimensional International Core Equity 2 ETF worth $2.37M as of Q3 2026.
McCarley & Cook Financial Planners left its Dimensional International Core Equity 2 ETF share count unchanged in Q3 2026.
Dimensional International Core Equity 2 ETF made up 1.8% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #11 holding.
McCarley & Cook Financial Planners first reported a position in Dimensional International Core Equity 2 ETF in Q4 2025 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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