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

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 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 63,684 shares of DFIV stock, worth $3.05 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
63,684
Previous 63,499 0.29%
Holding current value
$3.05 Million
Previous $2.72 Million 8.02%
% of portfolio
0.16%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$42.66 - $46.53 $7,892 - $8,608
185 Added 0.29%
63,684 $2.94 Million
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
792
Shares Held
258M
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
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