Crown Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History
Crown Wealth Group, LLC
- $294 Million
- Q3 2025
A detailed history of Crown Wealth Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Crown Wealth Group, LLC holds 211,664 shares of DUHP stock, worth $7.97 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
211,664
Previous 199,260
6.23%
Holding current value
$7.97 Million
Previous $7.09 Million
12.83%
% of portfolio
2.72%
Previous 2.77%
Shares
15 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio