Crestmont Private Wealth LLC DFAR Holdings History
Crestmont Private Wealth LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 337,852.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $8.03 Mil. This investment constitutes 3.48% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.61% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2023Q4. And since then Crestmont Private Wealth LLC has made 3 purchases of DFAR, at an average price of $20.62, for a total of 402,874.00 shares. In addition, there have been 3 sales at an average price of $22.52 for 65,022.00 shares. Based on historical transaction data and DFAR's current price of $24.04, Crestmont Private Wealth LLC's estimated gain on his DFAR holdings is $1.28 Mil, reflecting a 15.41% gain to date.
Crestmont Private Wealth LLC DFAR ($24.04) Holding Chart
Crestmont Private Wealth LLC DFAR ($24.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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