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

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Number of Shares
15,835
Previous 9,548 65.85%
Holding current value
$1.02 Billion
Previous $623 Million 62.91%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
6,287 Added 65.85%
15,835 $1.02 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
9,548 New
9,548 $623 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