Crestmont Private Wealth LLC DFAT Holdings History
Crestmont Private Wealth LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Crestmont Private Wealth LLC held 186,908.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $9.62 Mil. This investment constitutes 4.17% of their stock portfolio, and Crestmont Private Wealth LLC now holds 0.1% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2025Q1. And since then Crestmont Private Wealth LLC has made 1 purchases of DFAT, at an average price of $55.03, for a total of 186,908.00 shares. Based on historical transaction data and DFAT's current price of $56.67, Crestmont Private Wealth LLC's estimated gain on his DFAT holdings is $306,529.12, reflecting a 2.98% gain to date.
Crestmont Private Wealth LLC DFAT ($56.67) Holding Chart
Crestmont Private Wealth LLC DFAT ($56.67) 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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