Hurlow Wealth Management Group, Inc. Dimensional ETF Tr U S Small C Transaction History
Hurlow Wealth Management Group, Inc.
- $318 Million
- Q1 2025
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 304,296 shares of DFAS stock, worth $18.9 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
304,296
Previous 286,685
6.14%
Holding current value
$18.9 Million
Previous $18.7 Million
2.55%
% of portfolio
5.72%
Previous 5.86%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio