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Dimensional Etf Trust shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $8.5M 364k 23.27
2024-09-30 $9.1M 354k 25.64
2024-06-30 $7.8M 351k 22.10
2024-03-31 $8.2M 367k 22.37
2023-12-31 $8.9M 391k 22.74

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
NVIDIA Corporation (NVDA)
Target Hospitality Corp (TH)

View all positions for Crestmont Private Wealth

Top funds holding Dimensional Etf Trust

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Savant Capital Management
Root Financial Partners
Rather & Kittrell
Great Oak Capital Partners
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brown Financial Advisory
Bridgewater Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust