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

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$32.32 - $34.5 $13,639 - $14,559	422 New	422 $14,000

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

25.8M
Shares

$1.01 Billion
3.0% of portfolio
Envestnet Asset Management Inc

24M
Shares

$936 Million
0.37% of portfolio
Savant Capital, LLC

16.6M
Shares

$646 Million
7.85% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.5M
Shares

$565 Million
6.73% of portfolio
Ci Private Wealth, LLC Miami, FL

11M
Shares

$427 Million
0.71% of portfolio

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