CWG
Crown Wealth Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39M | Buy |
581,352
+146,423
| +34% | +$9.81M | 14.64% | 1 |
|
|
2025
Q1 | $26.3M | Sell |
434,929
-61,263
| -12% | -$3.71M | 13.64% | 1 |
|
|
2024
Q4 | $31.6M | Buy |
496,192
+106,463
| +27% | +$6.79M | 12.87% | 1 |
|
|
2024
Q3 | $24.2M | Buy |
389,729
+13,148
| +3% | +$818K | 10.54% | 2 |
|
|
2024
Q2 | $22.2M | Buy |
376,581
+86,117
| +30% | +$5.07M | 11.07% | 2 |
|
|
2024
Q1 | $16.6M | Buy |
290,464
+11,305
| +4% | +$644K | 8.53% | 2 |
|
|
2023
Q4 | $14.5M | Buy |
279,159
+18,091
| +7% | +$938K | 8.71% | 2 |
|
|
2023
Q3 | $12.2M | Buy |
261,068
+38,747
| +17% | +$1.8M | 9.13% | 2 |
|
|
2023
Q2 | $10.7M | Buy |
+222,321
| New | +$10.7M | 8.45% | 2 |
|