Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Put Options Transaction History

Cary Street Partners Investment Advisory LLC

$173 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$842 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$803 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$470 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$357 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$307 Million
0.15% of portfolio

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Ticker DFIV
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