Hurlow Wealth Management Group, Inc. Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Hurlow Wealth Management Group, Inc. holds 469,049 shares of DFUS stock, worth $30.7 Million. This represents 9.16% of its overall portfolio holdings.
Number of Shares
469,049
Previous 457,354
2.56%
Holding current value
$30.7 Million
Previous $26.9 Million
8.39%
% of portfolio
9.16%
Previous 9.26%
Shares
12 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$572 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$520 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$269 Million0.08% of portfolio