HWMG
Hurlow Wealth Management Group’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4M | Buy |
335,322
+31,026
| +10% | +$1.98M | 6.03% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
304,296
+17,611
| +6% | +$1.05M | 5.68% | 5 |
|
|
2024
Q4 | $18.7M | Buy |
286,685
+14,997
| +6% | +$976K | 5.83% | 5 |
|
|
2024
Q3 | $17.6M | Buy |
271,688
+22,430
| +9% | +$1.45M | 5.5% | 5 |
|
|
2024
Q2 | $15M | Buy |
249,258
+11,511
| +5% | +$692K | 5.14% | 5 |
|
|
2024
Q1 | $14.8M | Buy |
237,747
+8,027
| +3% | +$500K | 5.23% | 5 |
|
|
2023
Q4 | $13.7M | Buy |
229,720
+9,689
| +4% | +$578K | 5.19% | 5 |
|
|
2023
Q3 | $11.5M | Buy |
220,031
+9,811
| +5% | +$515K | 5.03% | 5 |
|
|
2023
Q2 | $11.5M | Buy |
210,220
+9,217
| +5% | +$505K | 4.92% | 5 |
|
|
2023
Q1 | $10.6M | Buy |
201,003
+23,110
| +13% | +$1.22M | 4.9% | 5 |
|
|
2022
Q4 | $9.1M | Buy |
177,893
+6,755
| +4% | +$345K | 4.74% | 5 |
|
|
2022
Q3 | $7.96M | Sell |
171,138
-3,186
| -2% | -$148K | 4.64% | 5 |
|
|
2022
Q2 | $8.37M | Buy |
+174,324
| New | +$8.37M | 4.82% | 5 |
|