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 $481,873. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,404
Previous 13,816 2.98%
Holding current value
$481,873
Previous $473,000 2.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$33.92 - $36.6 $13,975 - $15,079
-412 Reduced 2.98%
13,404 $463,000
Q3 2024

Oct 30, 2024
SELL
$31.05 - $34.29 $45,239 - $49,960
-1,457 Reduced 9.54%
13,816 $473,000
Q2 2024

Aug 01, 2024
SELL
$30.09 - $32.37 $76,518 - $82,316
-2,543 Reduced 14.27%
15,273 $492,000
Q1 2024

May 08, 2024
BUY
$28.62 - $31.95 $509,893 - $569,221
17,816 New
17,816 $569,000

Others Institutions Holding DFAC

# of Institutions
1,046
Shares Held
796M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email