Cary Street Partners Financial LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
6,175
Previous 6,165 0.16%
Holding current value
$192 Million
Previous $188 Million 1.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
N/A
10 Added 0.16%
6,175 $192 Million
Q1 2025

May 09, 2025
SELL
N/A
-3,091 Reduced 33.39%
6,165 $188 Million
Q4 2024

Feb 14, 2025
BUY
N/A
9,256 New
9,256 $278 Million
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