Cary Street Partners Financial LLC Dimensional ETF Tr Transaction History

Cary Street Partners Financial LLC

  • $3.85 Trillion
  • Q3 2025

A detailed history of Cary Street Partners Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 8,225 shares of DFIV stock, worth $394,059. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,225
Previous 7,417 10.89%
Holding current value
$394,059
Previous $318 Million 19.41%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$42.66 - $46.53 $34,469 - $37,596
808 Added 10.89%
8,225 $379 Million
Q2 2025

Aug 13, 2025
BUY
$34.67 - $43.21 $85,218 - $106,210
2,458 Added 49.57%
7,417 $318 Million
Q1 2025

May 09, 2025
SELL
$35.33 - $40.77 $26,073 - $30,088
-738 Reduced 12.95%
4,959 $195 Million
Q4 2024

Feb 14, 2025
BUY
$34.86 - $37.97 $198,597 - $216,315
5,697 New
5,697 $202 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial 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 Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email