Cary Street Partners Investment Advisory LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 12,877 shares of DFSV stock, worth $406,526. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,877
Previous 14,244 9.6%
Holding current value
$406,526
Previous $409,000 3.18%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$28.25 - $31.7 $38,617 - $43,333
-1,367 Reduced 9.6%
12,877 $396,000
Q2 2024

Jul 22, 2024
BUY
$27.81 - $30.13 $396,125 - $429,171
14,244 New
14,244 $409,000

Others Institutions Holding DFSV

# of Institutions
367
Shares Held
100M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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