Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 6,793 shares of DFSD stock, worth $320,018. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,793
Previous 6,187
9.79%
Holding current value
$320,018
Previous $290,000
11.72%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio