HWMG
Hurlow Wealth Management Group’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1M | Buy |
508,591
+31,876
| +7% | +$2.14M | 9.63% | 2 |
|
|
2025
Q1 | $28.8M | Sell |
476,715
-2,998
| -0.6% | -$181K | 9.01% | 2 |
|
|
2024
Q4 | $30.6M | Buy |
479,713
+10,664
| +2% | +$680K | 9.55% | 2 |
|
|
2024
Q3 | $29.2M | Buy |
469,049
+11,695
| +3% | +$727K | 9.1% | 2 |
|
|
2024
Q2 | $26.9M | Sell |
457,354
-6,028
| -1% | -$355K | 9.24% | 2 |
|
|
2024
Q1 | $26.4M | Buy |
463,382
+2,872
| +0.6% | +$164K | 9.32% | 2 |
|
|
2023
Q4 | $23.9M | Buy |
460,510
+5,335
| +1% | +$277K | 9.04% | 2 |
|
|
2023
Q3 | $21.2M | Buy |
455,175
+8,747
| +2% | +$407K | 9.22% | 2 |
|
|
2023
Q2 | $21.5M | Buy |
446,428
+4,853
| +1% | +$234K | 9.19% | 2 |
|
|
2023
Q1 | $19.6M | Buy |
441,575
+48,901
| +12% | +$2.17M | 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% | -$315K | 8.22% | 2 |
|
|
2022
Q2 | $15.1M | Buy |
+371,284
| New | +$15.1M | 8.72% | 2 |
|
|
2021
Q4 | – | Sell |
-345,124
| Closed | -$16.3M | – | 90 |
|
|
2021
Q3 | $16.3M | Buy |
+345,124
| New | +$16.3M | 9.68% | 2 |
|