Crestwood Advisors »

Dimensional Etf Trust shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $569k 18k 31.95

More positions owned by Crestwood Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Home Depot Stock (HD)
Visa Inc Com Cl A Stock (V)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Costco Whsl Corp Stock (COST)
Danaher Corporation Stock (DHR)
Applied Matls Stock (AMAT)
Tjx Cos Stock (TJX)
Blackstone Stock (BX)
Salesforce Stock (CRM)

View all positions for Crestwood Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
Geometric Wealth Advisors
HighTower Advisors

View all funds holding Dimensional Etf Trust