Cary Street Partners Financial LLC Dimensional ETF Tr Dimensional Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025

A detailed history of Cary Street Partners Financial LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 22,712 shares of DFSV stock, worth $736,323. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,712
Previous 17,411 30.45%
Holding current value
$736,323
Previous $490 Million 36.37%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $128,337 - $156,220
5,301 Added 30.45%
22,712 $668 Million
Q1 2025

May 09, 2025
BUY
$27.56 - $32.1 $84,085 - $97,937
3,051 Added 21.25%
17,411 $490 Million
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $433,384 - $486,373
14,360 New
14,360 $442 Million

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email