Cary Street Partners Financial LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 24,447 shares of DFSV stock, worth $767,635. This represents 0.02% of its overall portfolio holdings.
Number of Shares
24,447
Previous 22,712
7.64%
Holding current value
$767,635
Previous $668 Million
16.46%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio