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

Crown Wealth Group, LLC

$186 Million
Q1 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 434,929 shares of DFUS stock, worth $26.1 Million. This represents 14.17% of its overall portfolio holdings.

Number of Shares

434,929

Previous 496,192 12.35%

Holding current value

$26.1 Million

Previous $31.7 Million 16.9%

% of portfolio

14.17%

Previous 14.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

746

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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