McCarley & Cook Financial Planners’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$477K	Sell	5,739 -83	-1%	-$6.89K	0.36%	28
2026 Q2	$477K	Sell	5,822 -152	-3%	-$12K	0.37%	28
2026 Q1	$424K	Sell	5,974 -307	-5%	-$22.7K	0.37%	28
2025 Q4	$466K	Buy	+6,281	New	+$461K	0.42%	26

Other funds holding DFUS

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

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

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

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

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

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

Penney Financial Houston, Texas $339M AUM 9.78% 1-Year Est. Return

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

McCarley & Cook Financial Planners reduced its Dimensional US Equity ETF (DFUS) stake by 1.4% in Q3 2026, selling an estimated $6.89K and leaving 5,739 shares worth $477K. The position accounts for 0.36% of the portfolio, ranked #28.

McCarley & Cook Financial Planners first reported a position in DFUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $477K in Q2 2026. 274 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

McCarley & Cook Financial Planners held 5,739 shares of Dimensional US Equity ETF worth $477K as of Q3 2026.
McCarley & Cook Financial Planners sold 83 Dimensional US Equity ETF shares in Q3 2026, an estimated $6.89K.
Dimensional US Equity ETF made up 0.36% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #28 holding.
McCarley & Cook Financial Planners first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Dimensional US Equity ETF position peaked at $477K in Q2 2026.
274 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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