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

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

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 166,778 shares of DFAT stock, worth $8.77 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
166,778
Previous 159,827 4.35%
Holding current value
$8.77 Million
Previous $8.9 Million 3.46%
% of portfolio
0.55%
Previous 0.56%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$50.44 - $58.1 $350,608 - $403,853
6,951 Added 4.35%
166,778 $8.59 Million
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
770
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email