Number of Shares
476,715.00
Current Holdings Value*
$28.83 Mil
% of Portfolio
9.01%
Total Estimate Gain
$11.65 Mil
% of Total Estimate Gain
29.93%

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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