Cary Street Partners Financial LLC Dimensional ETF Tr Transaction History
Cary Street Partners Financial LLC
- $3.16 Trillion
- Q1 2025
A detailed history of Cary Street Partners Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 43,523 shares of DFAX stock, worth $1.17 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
43,523
Previous 77,327
43.72%
Holding current value
$1.17 Million
Previous $1.92 Billion
40.68%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$213 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$211 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio