McCarley & Cook Financial Planners’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.27M	Sell	106,398 -93,855	-47%	-$3.85M	3.24%	6
2026 Q2	$7.92M	Buy	200,253 +1,527	+0.8%	+$58.5K	6.14%	3
2026 Q1	$7.1M	Buy	198,726 +23,925	+14%	+$862K	6.13%	4
2025 Q4	$5.98M	Buy	+174,801	New	+$5.82M	5.4%	5

Other funds holding DFLV

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

McCarley & Cook Financial Planners reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 47% in Q3 2026, selling an estimated $3.85M and leaving 106,398 shares worth $4.27M. The position accounts for 3.24% of the portfolio, ranked #6.

McCarley & Cook Financial Planners first reported a position in DFLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.92M in Q2 2026. 120 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

McCarley & Cook Financial Planners held 106,398 shares of Dimensional US Large Cap Value ETF worth $4.27M as of Q3 2026.
McCarley & Cook Financial Planners sold 93,855 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $3.85M.
Dimensional US Large Cap Value ETF made up 3.24% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #6 holding.
McCarley & Cook Financial Planners first reported a position in Dimensional US Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Dimensional US Large Cap Value ETF position peaked at $7.92M in Q2 2026.
120 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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