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 302,224 shares of DFAX stock, worth $8.14 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
302,224
Previous 286,971
5.32%
Holding current value
$8.14 Million
Previous $7.75 Million
3.07%
% of portfolio
2.36%
Previous 2.43%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
588Shares Held
245MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$204 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$204 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$162 Million0.22% of portfolio