Mc Kinley Carter Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 159,827 shares of DFAT stock, worth $8.23 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

159,827

Previous 151,770 5.31%

Holding current value

$8.23 Million

Previous $8.44 Million 5.37%

% of portfolio

0.56%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$54.54 - $61.04 $439,428 - $491,799	8,057 Added 5.31%	159,827 $8.9 Million
Q3 2024 Oct 15, 2024	BUY	$51.0 - $57.07 $674,118 - $754,351	13,218 Added 9.54%	151,770 $8.44 Million
Q2 2024 Aug 09, 2024	SELL	$50.18 - $54.47 $110,245 - $119,670	-2,197 Reduced 1.56%	138,552 $7.19 Million
Q1 2024 Apr 26, 2024	BUY	$49.45 - $54.43 $83,125 - $91,496	1,681 Added 1.21%	140,749 $7.66 Million
Q4 2023 Feb 07, 2024	SELL	$42.71 - $53.09 $4.57 Million - $5.68 Million	-107,063 Reduced 43.5%	139,068 $7.28 Million
Q3 2023 Oct 13, 2023	BUY	$45.07 - $49.71 $146,252 - $161,308	3,245 Added 1.34%	246,131 $11.2 Million
Q2 2023 Aug 02, 2023	SELL	$41.44 - $46.39 $830,954 - $930,212	-20,052 Reduced 7.63%	242,886 $11.3 Million
Q1 2023 Apr 24, 2023	BUY	$42.38 - $49.75 $11.1 Million - $13.1 Million	262,938 New	262,938 $11.7 Million

Others Institutions Holding DFAT

# of Institutions

754

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Mc Kinley Carter Wealth Services, Inc. Dimensional ETF Tr U S Target Transaction History