Mccarthy Asset Management, Inc. / DFAC
Mccarthy Asset Management, Inc.’s Dimensional Etf Trust Position
Does Mccarthy Asset Management, Inc. own Dimensional Etf Trust (DFAC)? Yes — 107.0K shares worth $4M (+2.21% of its 13F portfolio) as of Q4 2025, down from 159.1K shares the prior filed quarter.
Position Value
$4M
Q4 2025
Shares
107.0K
% of Portfolio
+2.21%
Quarters Held
17
currently held
Position History DFAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 107.0K | $4M | +2.21% |
| Q3 2025 | 159.1K | $6M | +3.94% |
| Q2 2025 | 159.8K | $6M | +3.89% |
| Q1 2025 | 163.7K | $5M | +3.91% |
| Q4 2024 | 166.8K | $6M | +4.07% |
| Q3 2024 | 186.7K | $6M | +3.98% |
| Q2 2024 | 192.4K | $6M | +3.66% |
| Q1 2024 | 196.9K | $6M | +3.87% |
| Q4 2023 | 198.3K | $6M | +3.71% |
| Q3 2023 | 204.2K | $5M | +3.93% |
| Q2 2023 | 205.8K | $6M | +3.81% |
| Q1 2023 | 213.5K | $5M | +3.69% |
| Q4 2022 | 208.9K | $5M | +3.54% |
| Q3 2022 | 206.2K | $5M | +3.59% |
| Q2 2022 | 194.1K | $5M | +3.68% |
| Q1 2022 | 192.6K | $5M | +3.70% |
| Q2 2021 | 192.7K | $5M | +3.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mccarthy Asset Management, Inc.’s full portfolio or all institutional holders of DFAC.