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

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 36,202 shares of DFSV stock, worth $1.14 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
36,202
Previous 9,799 269.45%
Holding current value
$1.14 Million
Previous $276 Million 286.24%
% of portfolio
0.52%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.21 - $29.47 $639,216 - $778,096
26,403 Added 269.45%
36,202 $1.07 Billion
Q1 2025

May 09, 2025
BUY
$27.56 - $32.1 $270,060 - $314,547
9,799 New
9,799 $276 Million
Q3 2024

Oct 30, 2024
SELL
$28.25 - $31.7 $38,617 - $43,333
-1,367 Reduced 9.6%
12,877 $396,000
Q2 2024

Jul 22, 2024
BUY
$27.81 - $30.13 $396,125 - $429,171
14,244 New
14,244 $409,000

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
134M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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