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Hurlow Wealth Management Group’s Dimensional US Small Cap ETF 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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Hurlow Wealth Management Group's DFAS Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Dimensional US Small Cap ETF (DFAS) stake by 7% in Q1 2026, buying an estimated $2.31M and bringing the position to 480,193 shares worth $34.2M. The position accounts for 8.13% of the portfolio, ranked #3.

Hurlow Wealth Management Group first reported a position in DFAS in Q2 2022 and has held it in 16 quarters since. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Hurlow Wealth Management Group held 480,193 shares of Dimensional US Small Cap ETF worth $34.2M as of Q1 2026.
  • Hurlow Wealth Management Group bought 31,427 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.31M.
  • Dimensional US Small Cap ETF made up 8.13% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #3 holding.
  • Hurlow Wealth Management Group first reported a position in Dimensional US Small Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.