Crown Wealth Group, LLC Dimensional ETF Tr U S Equity Transaction History
Crown Wealth Group, LLC
- $211 Million
- Q3 2024
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Crown Wealth Group, LLC holds 389,729 shares of DFUS stock, worth $24.6 Million. This represents 11.48% of its overall portfolio holdings.
Number of Shares
389,729
Previous 376,581
3.49%
Holding current value
$24.6 Million
Previous $22.2 Million
9.39%
% of portfolio
11.48%
Previous 11.55%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
647Shares Held
134MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$553 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$503 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$314 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$260 Million0.08% of portfolio