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

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 63,499 shares of DFIV stock, worth $2.96 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
63,499
Previous 26,160 142.73%
Holding current value
$2.96 Million
Previous $1.04 Million 162.2%
% of portfolio
0.16%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$34.67 - $43.21 $1.29 Million - $1.61 Million
37,339 Added 142.73%
63,499 $2.72 Million
Q1 2025

Apr 15, 2025
SELL
$35.33 - $40.77 $87,441 - $100,905
-2,475 Reduced 8.64%
26,160 $1.04 Million
Q4 2024

Jan 22, 2025
BUY
$34.86 - $37.97 $998,216 - $1.09 Million
28,635 New
28,635 $1.02 Million

Others Institutions Holding DFIV

# of Institutions
747
Shares Held
261M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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