Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Crestmont Private Wealth LLC
- $277 Billion
- Q2 2025
A detailed history of Crestmont Private Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 329,294 shares of DFAR stock, worth $7.67 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
329,294
Previous 337,852
2.53%
Holding current value
$7.67 Million
Previous $8.03 Billion
3.8%
% of portfolio
2.79%
Previous 3.48%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
45.9MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.9 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.2 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.8 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.6 Million3.53% of portfolio