Crestwood Advisors Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Crestwood Advisors Group LLC
- $4.5 Billion
- Q1 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 17,816 shares of DFAC stock, worth $578,485. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,816Holding current value
$578,485% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.68 Billion0.63% of portfolio
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Mercer Global Advisors Inc Denver, CO45.1MShares$1.46 Billion4.09% of portfolio
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Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
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Lpl Financial LLC Fort Mill, SC17.4MShares$566 Million0.3% of portfolio