Crown Wealth Group, LLC DFUS Holdings History
Crown Wealth Group, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 434,929.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $26.30 Mil. This investment constitutes 13.64% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.19% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2023Q2. And since then Crown Wealth Group, LLC has made 7 purchases of DFUS, at an average price of $52.31, for a total of 496,192.00 shares. In addition, there have been 1 sales at an average price of $63.90 for 61,263.00 shares. Based on historical transaction data and DFUS's current price of $67.43, Crown Wealth Group, LLC's estimated gain on his DFUS holdings is $7.29 Mil, reflecting a 28.07% gain to date.
Crown Wealth Group, LLC DFUS ($67.43) Holding Chart
Crown Wealth Group, LLC DFUS ($67.43) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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