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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100,859	Closed	-$3.38M	–	70
2022 Q4	$3.38M	Buy	100,859 +4,352	+5%	+$146K	3.17%	10
2022 Q3	$2.86M	Sell	96,507 -12,840	-12%	-$380K	2.93%	10
2022 Q2	$3.46M	Buy	+109,347	New	+$3.46M	3.13%	7