Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 214,581 shares of DFIC stock, worth $5.55 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
214,581
Previous 154,948
38.49%
Holding current value
$5.55 Million
Previous $4.07 Million
48.24%
% of portfolio
1.9%
Previous 1.4%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
364Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$698 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$665 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$408 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$153 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$126 Million17.02% of portfolio