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 $318,999. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,793
Previous 6,187 9.79%
Holding current value
$318,999
Previous $290,000 11.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$47.0 - $47.84 $28,482 - $28,991
606 Added 9.79%
6,793 $324,000
Q2 2024

Jul 22, 2024
BUY
$46.64 - $47.15 $288,561 - $291,717
6,187 New
6,187 $290,000

Others Institutions Holding DFSD

# of Institutions
263
Shares Held
50.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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