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 $1.27 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
43,523
Previous 77,327
43.72%
Holding current value
$1.27 Million
Previous $1.92 Billion
40.68%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$329 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$232 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$229 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$225 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$168 Million4.32% of portfolio