Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 279,261 shares of DFIC stock, worth $7.93 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
279,261
Previous 214,581
30.14%
Holding current value
$7.93 Million
Previous $6.04 Million
19.54%
% of portfolio
2.27%
Previous 1.9%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio