Crestwood Advisors Group LLC Dimensional ETF Tr U S Core Eq Transaction History
Crestwood Advisors Group LLC
- $5.07 Billion
- Q3 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 13,816 shares of DFAC stock, worth $471,540. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,816
Previous 15,273
9.54%
Holding current value
$471,540
Previous $492,000
3.86%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio