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 $9.11 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
159,827
Previous 151,770 5.31%
Holding current value
$9.11 Million
Previous $8.44 Million 5.37%
% of portfolio
0.56%
Previous 0.52%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
743
Shares Held
166M
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
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