Crown Wealth Group, LLC Dimensional ETF Tr Dimensional Transaction History

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024

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 224,351 shares of DUHP stock, worth $7.83 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
224,351
Previous 201,701 11.23%
Holding current value
$7.83 Million
Previous $6.45 Million 18.46%
% of portfolio
3.62%
Previous 3.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$30.74 - $34.07 $696,261 - $771,685
22,650 Added 11.23%
224,351 $7.64 Million
Q2 2024

Jul 26, 2024
SELL
$29.72 - $32.4 $869,666 - $948,088
-29,262 Reduced 12.67%
201,701 $6.45 Million
Q1 2024

May 01, 2024
BUY
$28.16 - $31.61 $10,728 - $12,043
381 Added 0.17%
230,963 $7.3 Million
Q4 2023

Jan 23, 2024
SELL
$24.79 - $28.64 $789,487 - $912,098
-31,847 Reduced 12.14%
230,582 $6.6 Million
Q3 2023

Oct 25, 2023
SELL
$25.64 - $27.32 $1.05 Million - $1.12 Million
-40,907 Reduced 13.49%
262,429 $6.74 Million
Q2 2023

Jul 25, 2023
SELL
$24.51 - $26.54 $6.28 Million - $6.8 Million
-256,174 Reduced 45.79%
303,336 $8.05 Million
Q1 2023

Apr 28, 2023
BUY
$23.91 - $25.61 $755,053 - $808,738
31,579 Added 5.98%
559,510 $14.1 Million
Q4 2022

Feb 09, 2023
BUY
$21.59 - $25.35 $4.7 Million - $5.52 Million
217,622 Added 70.13%
527,931 $12.7 Million
Q3 2022

Oct 21, 2022
BUY
$21.34 - $25.56 $4.11 Million - $4.92 Million
192,514 Added 163.43%
310,309 $6.62 Million
Q2 2022

Jul 25, 2022
SELL
$21.86 - $26.49 $681,594 - $825,958
-31,180 Reduced 20.93%
117,795 $2.65 Million
Q1 2022

Jul 13, 2022
BUY
$24.43 - $26.86 $3.64 Million - $4 Million
148,975 New
148,975 $3.92 Million

Others Institutions Holding DUHP

# of Institutions
339
Shares Held
209M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DUHP Quotes by TradingView
  • Ticker DUHP
  • Sector ETFs
  • Industry ETFs
More about DUHP
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