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 Q3	$2.79M	Sell	49,963 -1,758	-3%	-$100K	0.14%	107
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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

McKinley Carter Wealth Services's DFIV Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Dimensional International Value ETF (DFIV) stake by 3.4% in Q3 2026, selling an estimated $100K and leaving 49,963 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 8 quarters since. The position peaked at $2.99M in Q1 2026. 618 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

McKinley Carter Wealth Services held 49,963 shares of Dimensional International Value ETF worth $2.79M as of Q3 2026.
McKinley Carter Wealth Services sold 1,758 Dimensional International Value ETF shares in Q3 2026, an estimated $100K.
Dimensional International Value ETF made up 0.14% of McKinley Carter Wealth Services's portfolio in Q3 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 8 quarters since.
McKinley Carter Wealth Services's Dimensional International Value ETF position peaked at $2.99M in Q1 2026.
618 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.