Cary Street Partners Investment Advisory LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 66,043 shares of DFAX stock, worth $1.69 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
66,043
Previous 62,760
5.23%
Holding current value
$1.69 Million
Previous $1.6 Million
11.79%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio