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 $7.95 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
166,778
Previous 159,827
4.35%
Holding current value
$7.95 Million
Previous $8.9 Million
3.46%
% of portfolio
0.55%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding DFAT
# of Institutions
751Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$671 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$593 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$426 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$343 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$245 Million2.33% of portfolio