Crestmont Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History

Crestmont Private Wealth LLC

  • $229 Billion
  • Q3 2024

A detailed history of Crestmont Private Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 353,693 shares of DFAR stock, worth $8.75 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
353,693
Previous 351,363 0.66%
Holding current value
$8.75 Million
Previous $7.77 Billion 16.79%
% of portfolio
3.96%
Previous 3.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$21.91 - $26.03 $51,050 - $60,649
2,330 Added 0.66%
353,693 $9.07 Billion
Q2 2024

Jul 15, 2024
SELL
$20.41 - $22.23 $313,150 - $341,074
-15,343 Reduced 4.18%
351,363 $7.77 Billion
Q1 2024

Apr 11, 2024
SELL
$21.28 - $22.96 $505,697 - $545,621
-23,764 Reduced 6.09%
366,706 $8.2 Billion
Q4 2023

Jan 11, 2024
BUY
$18.45 - $23.08 $7.2 Million - $9.01 Million
390,470 New
390,470 $8.88 Billion

Others Institutions Holding DFAR

# of Institutions
206
Shares Held
35.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
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