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 Q3	$55.4M	Buy	666,922 +9,560	+1%	+$793K	13.72%	1
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Crown Wealth Group's DFUS Position: Q3 2026 in Review

Crown Wealth Group increased its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q3 2026, buying an estimated $793K and bringing the position to 666,922 shares worth $55.4M. The position accounts for 13.72% of the portfolio, ranked #1.

Crown Wealth Group first reported a position in DFUS in Q2 2023 and has held it in 14 quarters since. 398 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Crown Wealth Group held 666,922 shares of Dimensional US Equity ETF worth $55.4M as of Q3 2026.
Crown Wealth Group bought 9,560 Dimensional US Equity ETF shares in Q3 2026, an estimated $793K.
Dimensional US Equity ETF made up 13.72% of Crown Wealth Group's portfolio in Q3 2026, its #1 holding.
Crown Wealth Group first reported a position in Dimensional US Equity ETF in Q2 2023 and has held it in 14 quarters since.
398 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.