Hurlow Wealth Management Group, Inc. Dimensional ETF Tr U S Equity Transaction History
Hurlow Wealth Management Group, Inc.
- $291 Million
- Q2 2024
A detailed history of Hurlow Wealth Management Group, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 457,354 shares of DFUS stock, worth $26.7 Million. This represents 9.26% of its overall portfolio holdings.
Number of Shares
457,354
Previous 463,382
1.3%
Holding current value
$26.7 Million
Previous $26.4 Million
1.94%
% of portfolio
9.26%
Previous 9.34%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$464 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$346 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$294 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$242 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$217 Million0.23% of portfolio