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
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 $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Hurlow Wealth Management Group increased its Dimensional US Equity ETF (DFUS) stake by 6.3% in Q1 2026, buying an estimated $2.87M and bringing the position to 658,393 shares worth $46.7M. The position accounts for 11.11% of the portfolio, ranked #2.

Hurlow Wealth Management Group first reported a position in DFUS in Q3 2021 and has held it in 17 quarters since. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Hurlow Wealth Management Group held 658,393 shares of Dimensional US Equity ETF worth $46.7M as of Q1 2026.
  • Hurlow Wealth Management Group bought 38,734 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.87M.
  • Dimensional US Equity ETF made up 11.11% of Hurlow Wealth Management Group's portfolio in Q1 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 17 quarters since.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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