HWMG
DFUS

Hurlow Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History

Hurlow Wealth Management Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.1M Buy
697,119
+38,726
+6% +$3.06M 11.88% 2
2026
Q1 		$46.7M Buy
658,393
+38,734
+6% +$2.87M 11.11% 2
2025
Q4 		$46M Buy
619,659
+29,911
+5% +$2.2M 11.25% 2
2025
Q3 		$42.7M Buy
589,748
+81,157
+16% +$5.65M 11.06% 2
2025
Q2 		$34.1M Buy
508,591
+31,876
+7% +$1.97M 9.63% 2
2025
Q1 		$28.8M Sell
476,715
-2,998
-0.6% -$192K 9.01% 2
2024
Q4 		$30.6M Buy
479,713
+10,664
+2% +$684K 9.55% 2
2024
Q3 		$29.2M Buy
469,049
+11,695
+3% +$700K 9.1% 2
2024
Q2 		$26.9M Sell
457,354
-6,028
-1% -$343K 9.24% 2
2024
Q1 		$26.4M Buy
463,382
+2,872
+0.6% +$155K 9.32% 2
2023
Q4 		$23.9M Buy
460,510
+5,335
+1% +$258K 9.04% 2
2023
Q3 		$21.2M Buy
455,175
+8,747
+2% +$423K 9.22% 2
2023
Q2 		$21.5M Buy
446,428
+4,853
+1% +$221K 9.19% 2
2023
Q1 		$19.6M Buy
441,575
+48,901
+12% +$2.12M 9.07% 2
2022
Q4 		$16.3M Buy
392,674
+29,509
+8% +$1.23M 8.51% 2
2022
Q3 		$14.1M Sell
363,165
-8,119
-2% -$349K 8.22% 2
2022
Q2 		$15.1M Buy
+371,284
New +$16.5M 8.72% 2
2021
Q4 		– Sell
-345,124
Closed -$16.3M – 90
2021
Q3 		$16.3M Buy
+345,124
New +$16.7M 9.68% 2

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Hurlow Wealth Management Group increased its Dimensional US Equity ETF (DFUS) stake by 5.9% in Q2 2026, buying an estimated $3.06M and bringing the position to 697,119 shares worth $57.1M. The position accounts for 11.88% of the portfolio, ranked #2.

Hurlow Wealth Management Group first reported a position in DFUS in Q3 2021 and has held it in 18 quarters since. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Hurlow Wealth Management Group held 697,119 shares of Dimensional US Equity ETF worth $57.1M as of Q2 2026.
  • Hurlow Wealth Management Group bought 38,726 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.06M.
  • Dimensional US Equity ETF made up 11.88% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #2 holding.
  • Hurlow Wealth Management Group first reported a position in Dimensional US Equity ETF in Q3 2021 and has held it in 18 quarters since.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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