Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Crestmont Private Wealth LLC

$222 Billion
Q4 2024

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 363,767 shares of DFAR stock, worth $8.46 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

363,767

Previous 353,693 2.85%

Holding current value

$8.46 Million

Previous $9.07 Billion 6.66%

% of portfolio

3.81%

Previous 3.96%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$22.72 - $25.76 $228,881 - $259,506	10,074 Added 2.85%	363,767 $8.46 Billion
Q3 2024 Oct 10, 2024	BUY	$21.91 - $26.03 $51,050 - $60,649	2,330 Added 0.66%	353,693 $9.07 Billion
Q2 2024 Jul 15, 2024	SELL	$20.41 - $22.23 $313,150 - $341,074	-15,343 Reduced 4.18%	351,363 $7.77 Billion
Q1 2024 Apr 11, 2024	SELL	$21.28 - $22.96 $505,697 - $545,621	-23,764 Reduced 6.09%	366,706 $8.2 Billion
Q4 2023 Jan 11, 2024	BUY	$18.45 - $23.08 $7.2 Million - $9.01 Million	390,470 New	390,470 $8.88 Billion

Others Institutions Holding DFAR

# of Institutions

219

Shares Held

35.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History