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 $8.8 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
159,827
Previous 151,770
5.31%
Holding current value
$8.8 Million
Previous $8.44 Million
5.37%
% of portfolio
0.56%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$775 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$685 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$493 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$396 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio