Cary Street Partners Investment Advisory LLC Dimensional ETF Tr U S Target Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.63 Billion
  • Q3 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 5,730 shares of DFAT stock, worth $330,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,730
Previous 4,440 29.05%
Holding current value
$330,048
Previous $230,000 38.26%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$51.0 - $57.07 $65,790 - $73,620
1,290 Added 29.05%
5,730 $318,000
Q2 2024

Jul 22, 2024
BUY
$50.18 - $54.47 $222,799 - $241,846
4,440 New
4,440 $230,000
Q1 2023

May 12, 2023
BUY
$42.38 - $49.75 $142,100 - $166,811
3,353 New
3,353 $149,000

Others Institutions Holding DFAT

# of Institutions
681
Shares Held
159M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory 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 Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email