Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Transaction History
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 66,043 shares of DFAX stock, worth $1.65 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
66,043
Previous 62,760
5.23%
Holding current value
$1.65 Million
Previous $1.6 Million
11.79%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
512Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$188 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio