Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Transaction History
Hurlow Wealth Management Group, Inc.
- $319 Million
- Q3 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 286,971 shares of DFAX stock, worth $7.33 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
286,971
Previous 286,408
0.2%
Holding current value
$7.33 Million
Previous $7.28 Million
6.47%
% of portfolio
2.43%
Previous 2.5%
Shares
10 transactions
Others Institutions Holding DFAX
# of Institutions
527Shares Held
230MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$287 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio