Mc Kinley Carter Wealth Services, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 26,160 shares of DFIV stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
26,160
Previous 28,635
8.64%
Holding current value
$1.04 Million
Previous $1.02 Million
2.17%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
646Shares Held
215MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$817 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$710 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$446 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$331 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$280 Million0.17% of portfolio