Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Crestmont Private Wealth LLC
- $208 Billion
- Q2 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 351,363 shares of DFAR stock, worth $8.8 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
351,363
Previous 366,706
4.18%
Holding current value
$8.8 Million
Previous $8.2 Billion
5.34%
% of portfolio
3.74%
Previous 4.07%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.9 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.1 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35 Million0.3% of portfolio