Crestmont Private Wealth LLC Dimensional ETF Tr U S Target Transaction History
Crestmont Private Wealth LLC
- $277 Billion
- Q2 2025
A detailed history of Crestmont Private Wealth LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 186,623 shares of DFAT stock, worth $10.6 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
186,623
Previous 186,908
0.15%
Holding current value
$10.6 Million
Previous $9.62 Billion
4.64%
% of portfolio
3.64%
Previous 4.17%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
802Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$804 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$709 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$556 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$372 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$284 Million1.62% of portfolio