Cary Street Partners Financial LLC DIMENSIONAL WORLD EQUITY ETF Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Number of Shares
11,054
Previous 7,447 48.44%
Holding current value
$741 Million
Previous $456 Million 62.47%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
N/A
3,607 Added 48.44%
11,054 $741 Million
Q1 2025

May 09, 2025
BUY
N/A
7,447 New
7,447 $456 Million
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email