Hurlow Wealth Management Group, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 310,697 shares of DFAX stock, worth $8.91 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
310,697
Previous 302,224
2.8%
Holding current value
$8.91 Million
Previous $7.51 Million
8.35%
% of portfolio
2.56%
Previous 2.36%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio