Crestwood Advisors Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Crestwood Advisors Group LLC
- $5.16 Billion
- Q4 2024
A detailed history of Crestwood Advisors Group LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 13,404 shares of DFAC stock, worth $476,914. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,404
Previous 13,816
2.98%
Holding current value
$476,914
Previous $473,000
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,000Shares Held
773MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$646 Million0.26% of portfolio