Crestmont Private Wealth LLC Dimensional ETF Tr U S Target Transaction History
Crestmont Private Wealth LLC
- $231 Billion
- Q1 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 186,908 shares of DFAT stock, worth $9.62 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
186,908Holding current value
$9.62 Million% of portfolio
4.17%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
753Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$725 Million0.76% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$640 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.94MShares$461 Million9.85% of portfolio
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Index Fund Advisors, Inc.7.2MShares$371 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$264 Million2.33% of portfolio