Cary Street Partners Investment Advisory LLC DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Number of Shares
3,100
Previous 3,100 -0.0%
Holding current value
$96.2 Million
Previous $94.8 Million 1.47%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
3,100 New
3,100 $94.8 Million
Q3 2024

Oct 30, 2024
SELL
N/A
-935 Reduced 9.18%
9,246 $0
Q2 2024

Jul 22, 2024
BUY
N/A
10,181 New
10,181 $0
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