Ownership history in McCarthy Asset Management, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which McCarthy Asset Management, Inc. reported a position in Dimensional U S Core (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π McCarthy Asset Management, Inc. underperformed the S&P 500 by β2.4% annually on this DFAC position. Timing score: 44% (7/16 decisions correct). Average cost basis: $25.21. Maximum drawdown during holding period: β18.8%.
β οΈ Trailed SPY by 2.4% ann. on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $21.38 (2022 Q3) Β· Worst: $25.51 (2021 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 12 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.21% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.