McKinley Carter Wealth Services’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.79M	Sell	51,721 -4,937	-9%	-$271K	0.14%	107
2026 Q1	$2.99M	Sell	56,658 -1,580	-3%	-$83.7K	0.17%	102
2025 Q4	$2.91M	Sell	58,238 -5,446	-9%	-$259K	0.16%	103
2025 Q3	$2.94M	Buy	63,684 +185	+0.3%	+$8.28K	0.15%	101
2025 Q2	$2.72M	Buy	63,499 +37,339	+143%	+$1.52M	0.15%	101
2025 Q1	$1.03M	Sell	26,160 -2,475	-9%	-$94.4K	0.06%	157
2024 Q4	$1.02M	Buy	+28,635	New	+$1.05M	0.06%	155

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

McKinley Carter Wealth Services's DFIV Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Dimensional International Value ETF (DFIV) stake by 8.7% in Q2 2026, selling an estimated $271K and leaving 51,721 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #107.

McKinley Carter Wealth Services first reported a position in DFIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.99M in Q1 2026. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

McKinley Carter Wealth Services held 51,721 shares of Dimensional International Value ETF worth $2.79M as of Q2 2026.
McKinley Carter Wealth Services sold 4,937 Dimensional International Value ETF shares in Q2 2026, an estimated $271K.
Dimensional International Value ETF made up 0.14% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #107 holding.
McKinley Carter Wealth Services first reported a position in Dimensional International Value ETF in Q4 2024 and has held it in 7 quarters since.
McKinley Carter Wealth Services's Dimensional International Value ETF position peaked at $2.99M in Q1 2026.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.