Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Crestmont Private Wealth LLC
- $303 Billion
- Q3 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 332,630 shares of DFAR stock, worth $7.79 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
332,630
Previous 329,294
1.01%
Holding current value
$7.79 Million
Previous $7.73 Billion
2.69%
% of portfolio
2.62%
Previous 2.79%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
46MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio