HWMG
Hurlow Wealth Management Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.09M | Sell |
309,426
-1,271
| -0.4% | -$37.3K | 2.57% | 13 |
|
|
2025
Q1 | $8.14M | Buy |
310,697
+8,473
| +3% | +$222K | 2.54% | 13 |
|
|
2024
Q4 | $7.51M | Buy |
302,224
+15,253
| +5% | +$379K | 2.35% | 12 |
|
|
2024
Q3 | $7.75M | Buy |
286,971
+563
| +0.2% | +$15.2K | 2.42% | 12 |
|
|
2024
Q2 | $7.28M | Sell |
286,408
-486
| -0.2% | -$12.4K | 2.5% | 12 |
|
|
2024
Q1 | $7.3M | Buy |
286,894
+8,387
| +3% | +$213K | 2.58% | 11 |
|
|
2023
Q4 | $6.8M | Buy |
278,507
+1,748
| +0.6% | +$42.7K | 2.58% | 11 |
|
|
2023
Q3 | $6.23M | Sell |
276,759
-1,604
| -0.6% | -$36.1K | 2.71% | 11 |
|
|
2023
Q2 | $6.49M | Buy |
278,363
+1,495
| +0.5% | +$34.8K | 2.77% | 11 |
|
|
2023
Q1 | $6.38M | Buy |
276,868
+659
| +0.2% | +$15.2K | 2.95% | 10 |
|
|
2022
Q4 | $5.97M | Buy |
276,209
+38,091
| +16% | +$823K | 3.11% | 9 |
|
|
2022
Q3 | $4.5M | Sell |
238,118
-57,696
| -20% | -$1.09M | 2.62% | 11 |
|
|
2022
Q2 | $6.34M | Buy |
+295,814
| New | +$6.34M | 3.65% | 9 |
|