Hurlow Wealth Management Group, Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 286,685 shares of DFAS stock, worth $18.5 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
286,685
Previous 271,688
5.52%
Holding current value
$18.5 Million
Previous $17.6 Million
5.88%
% of portfolio
5.86%
Previous 5.53%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
774Shares Held
118MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$853 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$484 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$421 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$333 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$175 Million1.82% of portfolio