Ownership history in Crown Wealth Group, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Crown Wealth Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 636,576 | +11,346 | +1.8% | 13.19% | $47.2M | $74.17 |
| 2025 Q3 | ADDED | 625,230 | +43,878 | +7.5% | 13.61% | $45.3M | $72.29 |
| 2025 Q2 | ADDED | 581,352 | +146,423 | +33.7% | 14.64% | $39.0M | $66.71 |
| 2025 Q1 | REDUCED | 434,929 | -61,263 | -12.3% | 13.64% | $26.3M | $60.04 |
| 2024 Q4 | ADDED | 496,192 | +106,463 | +27.3% | 12.87% | $31.6M | $63.14 |
| 2024 Q3 | ADDED | 389,729 | +13,148 | +3.5% | 10.54% | $24.2M | $61.40 |
| 2024 Q2 | ADDED | 376,581 | +86,117 | +29.6% | 11.07% | $22.2M | $57.94 |
| 2024 Q1 | ADDED | 290,464 | +11,305 | +4.0% | 8.53% | $16.6M | $55.95 |
| 2023 Q4 | ADDED | 279,159 | +18,091 | +6.9% | 8.71% | $14.5M | $50.78 |
| 2023 Q3 | ADDED | 261,068 | +38,747 | +17.4% | 9.13% | $12.2M | $45.40 |
As of 2025 Q4 — sorted by position size