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Dimensional Etf Trust shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.7M 141k 54.43
2023-12-31 $7.3M 139k 52.33
2023-09-30 $11M 246k 45.69
2023-06-30 $11M 243k 46.39
2023-03-31 $12M 263k 44.50

More positions owned by McKinley Carter Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for McKinley Carter Wealth Services

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Mercer Global Advisors
CI Private Wealth
Envestnet Asset Management
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
HighTower Advisors
Asset Dedication
Trust Co of the South

View all funds holding Dimensional Etf Trust