Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Transaction History
Hurlow Wealth Management Group, Inc.
- $318 Million
- Q4 2024
A detailed history of Hurlow Wealth Management Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 230,109 shares of DFAI stock, worth $7.1 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
230,109
Previous 234,915
2.05%
Holding current value
$7.1 Million
Previous $7.47 Million
9.99%
% of portfolio
2.11%
Previous 2.34%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$996 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$185 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio