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 $496,547. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,816
Previous 15,273
9.54%
Holding current value
$496,547
Previous $492,000
3.86%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio