Hurlow Wealth Management Group, Inc. Dimensional ETF Tr Dimensional Transaction History
Hurlow Wealth Management Group, Inc.
- $351 Million
- Q2 2025
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 359,284 shares of DFIC stock, worth $11.8 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
359,284
Previous 307,662
16.78%
Holding current value
$11.8 Million
Previous $8.54 Million
30.75%
% of portfolio
3.18%
Previous 2.69%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
521Shares Held
301MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$525 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio