Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 109,219 shares of DFIC stock, worth $2.92 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
109,219
Previous 93,721
16.54%
Holding current value
$2.92 Million
Previous $2.39 Million
22.12%
% of portfolio
1.03%
Previous 0.91%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
327Shares Held
198MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$572 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$568 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$426 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$148 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$121 Million16.95% of portfolio