CWG
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Crown Wealth Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Crown Wealth Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100,859
Closed -$3.38M – 71
2022
Q4 		$3.38M Buy
100,859
+4,352
+5% +$145K 3.17% 10
2022
Q3 		$2.86M Sell
96,507
-12,840
-12% -$418K 2.93% 10
2022
Q2 		$3.46M Buy
+109,347
New +$3.64M 3.13% 7

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Crown Wealth Group's DFUV Position: Q1 2023 in Review

Crown Wealth Group sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2023, closing a stake of 100,859 shares — an estimated $3.38M sold.

Crown Wealth Group first reported a position in DFUV in Q2 2022 and held it in 3 quarters. The position peaked at $3.46M in Q2 2022. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Crown Wealth Group reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2023 after selling out during the quarter.
  • Crown Wealth Group sold 100,859 Dimensional US Marketwide Value ETF shares in Q1 2023, an estimated $3.38M.
  • Crown Wealth Group first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 3 quarters.
  • Crown Wealth Group's Dimensional US Marketwide Value ETF position peaked at $3.46M in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

Based on Crown Wealth Group's 13F filing for Q1 2023, filed 28 Apr 2023.