A detailed history of Cresset Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cresset Asset Management, LLC holds 6,993 shares of DFSV stock, worth $222,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,993
Previous 7,919 11.69%
Holding current value
$222,167
Previous $222,000 7.66%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$24.21 - $29.47 $22,418 - $27,289
-926 Reduced 11.69%
6,993 $205,000
Q1 2025

May 13, 2025

BUY
$27.56 - $32.1 $218,247 - $254,199
7,919 New
7,919 $222,000

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, 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 Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.