CWG
DFUS

Crown Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History

Crown Wealth Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9M Buy
657,362
+12,726
+2% +$1.01M 13.71% 1
2026
Q1 		$45.7M Buy
644,636
+8,060
+1% +$597K 13.43% 1
2025
Q4 		$47.2M Buy
636,576
+11,346
+2% +$834K 13.19% 1
2025
Q3 		$45.3M Buy
625,230
+43,878
+8% +$3.06M 13.61% 1
2025
Q2 		$39M Buy
581,352
+146,423
+34% +$9.07M 14.64% 1
2025
Q1 		$26.3M Sell
434,929
-61,263
-12% -$3.91M 13.64% 1
2024
Q4 		$31.6M Buy
496,192
+106,463
+27% +$6.83M 12.87% 1
2024
Q3 		$24.2M Buy
389,729
+13,148
+3% +$787K 10.54% 2
2024
Q2 		$22.2M Buy
376,581
+86,117
+30% +$4.9M 11.07% 2
2024
Q1 		$16.6M Buy
290,464
+11,305
+4% +$612K 8.53% 2
2023
Q4 		$14.5M Buy
279,159
+18,091
+7% +$876K 8.71% 2
2023
Q3 		$12.2M Buy
261,068
+38,747
+17% +$1.87M 9.13% 2
2023
Q2 		$10.7M Buy
+222,321
New +$10.1M 8.45% 2

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Crown Wealth Group's DFUS Position: Q2 2026 in Review

Crown Wealth Group increased its Dimensional US Equity ETF (DFUS) stake by 2% in Q2 2026, buying an estimated $1.01M and bringing the position to 657,362 shares worth $53.9M. The position accounts for 13.71% of the portfolio, ranked #1.

Crown Wealth Group first reported a position in DFUS in Q2 2023 and has held it in 13 quarters since. 422 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Crown Wealth Group held 657,362 shares of Dimensional US Equity ETF worth $53.9M as of Q2 2026.
  • Crown Wealth Group bought 12,726 Dimensional US Equity ETF shares in Q2 2026, an estimated $1.01M.
  • Dimensional US Equity ETF made up 13.71% of Crown Wealth Group's portfolio in Q2 2026, its #1 holding.
  • Crown Wealth Group first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 422 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.