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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding Dimensional Etf Trust

Elwood & Goetz Wealth Advisory Group
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Bridgeworth
RAM Investment Partners
Rather & Kittrell
Brown Financial Advisory
BKD Wealth Advisors
AE Wealth Management
Great Oak Capital Partners
Bridgewater Advisors
Forum Financial Management
Root Financial Partners
Core Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust