Hurlow Wealth Management Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Hurlow Wealth Management Group’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.5M	Buy	504,189 +23,996	+5%	+$1.86M	8.64%	3
2026 Q1	$34.2M	Buy	480,193 +31,427	+7%	+$2.31M	8.13%	3
2025 Q4	$31.3M	Buy	448,766 +46,410	+12%	+$3.2M	7.65%	3
2025 Q3	$27.5M	Buy	402,356 +67,034	+20%	+$4.47M	7.13%	3
2025 Q2	$21.4M	Buy	335,322 +31,026	+10%	+$1.86M	6.03%	4
2025 Q1	$18.2M	Buy	304,296 +17,611	+6%	+$1.13M	5.68%	5
2024 Q4	$18.7M	Buy	286,685 +14,997	+6%	+$1M	5.83%	5
2024 Q3	$17.6M	Buy	271,688 +22,430	+9%	+$1.4M	5.5%	5
2024 Q2	$15M	Buy	249,258 +11,511	+5%	+$693K	5.14%	5
2024 Q1	$14.8M	Buy	237,747 +8,027	+3%	+$475K	5.23%	5
2023 Q4	$13.7M	Buy	229,720 +9,689	+4%	+$519K	5.19%	5
2023 Q3	$11.5M	Buy	220,031 +9,811	+5%	+$540K	5.03%	5
2023 Q2	$11.5M	Buy	210,220 +9,217	+5%	+$481K	4.92%	5
2023 Q1	$10.6M	Buy	201,003 +23,110	+13%	+$1.25M	4.9%	5
2022 Q4	$9.1M	Buy	177,893 +6,755	+4%	+$348K	4.74%	5
2022 Q3	$7.96M	Sell	171,138 -3,186	-2%	-$163K	4.64%	5
2022 Q2	$8.37M	Buy	+174,324	New	+$9.04M	4.82%	5

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Hurlow Wealth Management Group's DFAS Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 5% in Q2 2026, buying an estimated $1.86M and bringing the position to 504,189 shares worth $41.5M. The position accounts for 8.64% of the portfolio, ranked #3.

Hurlow Wealth Management Group first reported a position in DFAS in Q2 2022 and has held it in 17 quarters since. 918 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Hurlow Wealth Management Group held 504,189 shares of U.S. Small Cap Portfolio ETF Class Shares worth $41.5M as of Q2 2026.
Hurlow Wealth Management Group bought 23,996 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.86M.
U.S. Small Cap Portfolio ETF Class Shares made up 8.64% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #3 holding.
Hurlow Wealth Management Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
918 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.