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Dimensional Etf Trust shares owned by McKinley Carter Wealth Services

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

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

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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
2025-09-30 $2.9M 64k 46.12
2025-06-30 $2.7M 64k 42.83
2025-03-31 $1.0M 26k 39.36
2024-12-31 $1.0M 29k 35.48

More positions owned by McKinley Carter Wealth Services

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Select Sector Spdr Tr Technology (XLK)

View all positions for McKinley Carter Wealth Services

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust