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

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
6,165
Previous 9,256 33.39%
Holding current value
$188 Million
Previous $278 Million 32.2%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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