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McCarley & Cook Financial Planners’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

McCarley & Cook Financial Planners’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$293K Sell
5,332
-68
-1% -$3.82K 0.22% 44
2026
Q2 		$297K Sell
5,400
-218
-4% -$11.4K 0.23% 40
2026
Q1 		$272K Buy
5,618
+2
+0% +$98 0.24% 44
2025
Q4 		$262K Buy
+5,616
New +$255K 0.24% 45

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

McCarley & Cook Financial Planners reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.3% in Q3 2026, selling an estimated $3.82K and leaving 5,332 shares worth $293K. The position accounts for 0.22% of the portfolio, ranked #44.

McCarley & Cook Financial Planners first reported a position in DFUV in Q4 2025 and has held it in 4 quarters since. The position peaked at $297K in Q2 2026. 221 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • McCarley & Cook Financial Planners held 5,332 shares of Dimensional US Marketwide Value ETF worth $293K as of Q3 2026.
  • McCarley & Cook Financial Planners sold 68 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $3.82K.
  • Dimensional US Marketwide Value ETF made up 0.22% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #44 holding.
  • McCarley & Cook Financial Planners first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Dimensional US Marketwide Value ETF position peaked at $297K in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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