McCarley & Cook Financial Planners DFAC — Dimensional US Core Equity 2 ETF

Ownership history in McCarley & Cook Financial Planners  ·  1 quarter on record

AI Ownership Summary

McCarley & Cook Financial Planners reported Dimensional US Core Equity 2 ETF (DFAC) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 4.81% in 2026 Q3. The latest visible filing shows DFAC at 4.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McCarley & Cook Financial Planners's position in Dimensional US Core Equity 2 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DFAC was reported at 4.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.81% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McCarley & Cook Financial Planners held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 134,482 — — 4.81% $5.3M 2026-10-21 $45.35

FAQ About McCarley & Cook Financial Planners and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has McCarley & Cook Financial Planners reported owning DFAC?

McCarley & Cook Financial Planners reported DFAC across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported DFAC position in McCarley & Cook Financial Planners's portfolio?

The largest reported portfolio weight for DFAC was 4.81% in 2026 Q3.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2026 Q3, when McCarley & Cook Financial Planners reported 134,482 shares, equal to 4.81% of portfolio, with an estimated market value of $5.3M.

What does the chart on this DFAC ownership page compare?

The chart compares McCarley & Cook Financial Planners's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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