Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Transaction History
Hurlow Wealth Management Group, Inc.
- $283 Million
- Q1 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 286,894 shares of DFAX stock, worth $7.4 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
286,894
Previous 278,507
3.01%
Holding current value
$7.4 Million
Previous $6.8 Million
7.31%
% of portfolio
2.58%
Previous 2.58%
Shares
8 transactions
Others Institutions Holding DFAX
# of Institutions
470Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio