Crown Wealth Group, LLC Dimensional ETF Tr U S Equity Transaction History

Crown Wealth Group, LLC

  • $256 Million
  • Q2 2025

A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Crown Wealth Group, LLC holds 581,352 shares of DFUS stock, worth $42.3 Million. This represents 15.24% of its overall portfolio holdings.

Number of Shares
581,352
Previous 434,929 33.67%
Holding current value
$42.3 Million
Previous $26.3 Million 48.12%
% of portfolio
15.24%
Previous 14.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$53.65 - $67.02 $7.86 Million - $9.81 Million
146,423 Added 33.67%
581,352 $39 Million
Q1 2025

Apr 25, 2025
SELL
$59.61 - $66.71 $3.65 Million - $4.09 Million
-61,263 Reduced 12.35%
434,929 $26.3 Million
Q4 2024

Feb 05, 2025
BUY
$61.52 - $66.5 $6.55 Million - $7.08 Million
106,463 Added 27.32%
496,192 $31.7 Million
Q3 2024

Nov 13, 2024
BUY
$56.04 - $62.2 $736,813 - $817,805
13,148 Added 3.49%
389,729 $24.2 Million
Q2 2024

Jul 26, 2024
BUY
$53.83 - $59.14 $4.64 Million - $5.09 Million
86,117 Added 29.65%
376,581 $22.2 Million
Q1 2024

May 01, 2024
BUY
$50.79 - $56.98 $574,180 - $644,158
11,305 Added 4.05%
290,464 $16.6 Million
Q4 2023

Jan 23, 2024
BUY
$44.51 - $52.0 $805,230 - $940,732
18,091 Added 6.93%
279,159 $14.5 Million
Q3 2023

Oct 25, 2023
BUY
$46.29 - $49.87 $1.79 Million - $1.93 Million
38,747 Added 17.43%
261,068 $12.2 Million
Q2 2023

Jul 25, 2023
BUY
$43.77 - $48.16 $9.73 Million - $10.7 Million
222,321 New
222,321 $10.7 Million

Others Institutions Holding DFUS

# of Institutions
803
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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