McKinley Carter Wealth Services’s Dimensional US Targeted Value ETF DFAT Stock Holding History

McKinley Carter Wealth Services’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.19M	Buy	147,118 +282	+0.2%	+$17.9K	0.53%	50
2025 Q4	$8.74M	Sell	146,836 -25,113	-15%	-$1.47M	0.49%	50
2025 Q3	$10M	Buy	171,949 +1,819	+1%	+$104K	0.52%	46
2025 Q2	$9.18M	Buy	170,130 +3,352	+2%	+$171K	0.51%	49
2025 Q1	$8.59M	Buy	166,778 +6,951	+4%	+$383K	0.53%	44
2024 Q4	$8.9M	Buy	159,827 +8,057	+5%	+$461K	0.54%	42
2024 Q3	$8.44M	Buy	151,770 +13,218	+10%	+$715K	0.51%	45
2024 Q2	$7.19M	Sell	138,552 -2,197	-2%	-$115K	0.46%	54
2024 Q1	$7.66M	Buy	140,749 +1,681	+1%	+$86.5K	0.51%	47
2023 Q4	$7.28M	Sell	139,068 -107,063	-43%	-$5.01M	0.53%	45
2023 Q3	$11.2M	Buy	246,131 +3,245	+1%	+$154K	0.89%	25
2023 Q2	$11.3M	Sell	242,886 -20,052	-8%	-$880K	0.85%	26
2023 Q1	$11.7M	Buy	+262,938	New	+$12.2M	0.91%	22

Other funds holding DFAT

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McKinley Carter Wealth Services's DFAT Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Dimensional US Targeted Value ETF (DFAT) stake by 0.19% in Q1 2026, buying an estimated $17.9K and bringing the position to 147,118 shares worth $9.19M. The position accounts for 0.53% of the portfolio, ranked #50.

McKinley Carter Wealth Services first reported a position in DFAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.7M in Q1 2023. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

McKinley Carter Wealth Services held 147,118 shares of Dimensional US Targeted Value ETF worth $9.19M as of Q1 2026.
McKinley Carter Wealth Services bought 282 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $17.9K.
Dimensional US Targeted Value ETF made up 0.53% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #50 holding.
McKinley Carter Wealth Services first reported a position in Dimensional US Targeted Value ETF in Q1 2023 and has held it in 13 quarters since.
McKinley Carter Wealth Services's Dimensional US Targeted Value ETF position peaked at $11.7M in Q1 2023.
816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.