Cary Street Partners Financial LLC DIMENSIONAL ULTRASHORT FIXED INCOME ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
29,711
Previous 24,678 20.39%
Holding current value
$1.51 Billion
Previous $1.25 Billion 20.45%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2025
BUY
N/A
5,033 Added 20.39%
29,711 $1.51 Billion
Q1 2025

May 09, 2025
BUY
N/A
24,678 New
24,678 $1.25 Billion
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