Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History

Crown Wealth Group, LLC

$211 Million
Q3 2024

A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Crown Wealth Group, LLC holds 130,096 shares of DFCF stock, worth $5.36 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares

130,096

Previous 59,543 118.49%

Holding current value

$5.36 Million

Previous $2.47 Million 127.17%

% of portfolio

2.66%

Previous 1.29%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$41.34 - $43.55 $2.92 Million - $3.07 Million	70,553 Added 118.49%	130,096 $5.62 Million
Q2 2024 Jul 26, 2024	SELL	$40.79 - $41.97 $1.53 Million - $1.58 Million	-37,600 Reduced 38.71%	59,543 $2.47 Million
Q1 2024 May 01, 2024	BUY	$41.54 - $42.6 $284,050 - $291,298	6,838 Added 7.57%	97,143 $4.08 Million
Q4 2023 Jan 23, 2024	BUY	$39.52 - $42.54 $35,488 - $38,200	898 Added 1.0%	90,305 $3.83 Million
Q3 2023 Oct 25, 2023	BUY	$40.3 - $42.05 $363,385 - $379,164	9,017 Added 11.22%	89,407 $3.61 Million
Q2 2023 Jul 25, 2023	BUY	$41.55 - $42.94 $325,918 - $336,821	7,844 Added 10.81%	80,390 $3.35 Million
Q1 2023 Apr 28, 2023	BUY	$41.26 - $43.27 $1.03 Million - $1.08 Million	24,894 Added 52.24%	72,546 $3.08 Million
Q4 2022 Feb 09, 2023	BUY	$39.82 - $42.74 $1.9 Million - $2.04 Million	47,652 New	47,652 $1.98 Million
Q2 2022 Jul 25, 2022	SELL	$42.49 - $46.23 $191,120 - $207,942	-4,498 Reduced 2.8%	156,061 $6.81 Million
Q1 2022 Jul 13, 2022	BUY	$45.81 - $49.82 $7.36 Million - $8 Million	160,559 New	160,559 $7.45 Million

Others Institutions Holding DFCF

# of Institutions

332

Shares Held

88.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Crown Wealth Group, LLC Dimensional ETF Tr Core Fxd In Transaction History