Hurlow Wealth Management Group, Inc. DFAS Holdings History
Hurlow Wealth Management Group, Inc.'s Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Hurlow Wealth Management Group, Inc. held 304,296.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $18.18 Mil. This investment constitutes 5.68% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.19% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q2. And since then Hurlow Wealth Management Group, Inc. has made 11 purchases of DFAS, at an average price of $54.94, for a total of 307,482.00 shares. In addition, there have been 1 sales at an average price of $51.08 for 3,186.00 shares. Based on historical transaction data and DFAS's current price of $63.72, Hurlow Wealth Management Group, Inc.'s estimated gain on his DFAS holdings is $2.66 Mil, reflecting a 15.74% gain to date.
Hurlow Wealth Management Group, Inc. DFAS ($63.72) Holding Chart
Hurlow Wealth Management Group, Inc. DFAS ($63.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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