Cary Street Partners Financial LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 46,758 shares of DFAX stock, worth $1.47 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
46,758
Previous 43,523
7.43%
Holding current value
$1.47 Million
Previous $1.14 Billion
20.43%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
653Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$239 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$197 Million0.92% of portfolio