Hurlow Wealth Management Group, Inc. DFUS Holdings History
Hurlow Wealth Management Group, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Hurlow Wealth Management Group, Inc. held 476,715.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $28.83 Mil. This investment constitutes 9.01% of their stock portfolio, and Hurlow Wealth Management Group, Inc. now holds 0.21% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q3. And since then Hurlow Wealth Management Group, Inc. has made 10 purchases of DFUS, at an average price of $46.40, for a total of 838,984.00 shares. In addition, there have been 4 sales at an average price of $50.21 for 362,269.00 shares. Based on historical transaction data and DFUS's current price of $67.95, Hurlow Wealth Management Group, Inc.'s estimated gain on his DFUS holdings is $11.65 Mil, reflecting a 29.93% gain to date.
Hurlow Wealth Management Group, Inc. DFUS ($67.95) Holding Chart
Hurlow Wealth Management Group, Inc. DFUS ($67.95) 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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