Crestwood Advisors Group LLC Dimensional ETF Tr U S Core Eq Transaction History

Crestwood Advisors Group LLC

$5.4 Billion
Q2 2025

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 11,193 shares of DFAC stock, worth $432,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,193

Previous 13,134 14.78%

Holding current value

$432,609

Previous $433,000 7.39%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$29.12 - $35.84 $56,521 - $69,565	-1,941 Reduced 14.78%	11,193 $401,000
Q1 2025 May 05, 2025	SELL	$32.42 - $36.13 $8,753 - $9,755	-270 Reduced 2.01%	13,134 $433,000
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

1,134

Shares Held

835M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Crestwood Advisors Group LLC Dimensional ETF Tr U S Core Eq Transaction History