Hurlow Wealth Management Group
DFUS icon

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
Q3 		$59.7M Buy
718,718
+21,599
+3% +$1.79M 12.42% 2
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hurlow Wealth Management Group's DFUS Position: Q3 2026 in Review

Hurlow Wealth Management Group increased its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q3 2026, buying an estimated $1.79M and bringing the position to 718,718 shares worth $59.7M. The position accounts for 12.42% of the portfolio, ranked #2.

Hurlow Wealth Management Group first reported a position in DFUS in Q3 2021 and has held it in 19 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Hurlow Wealth Management Group held 718,718 shares of Dimensional US Equity ETF worth $59.7M as of Q3 2026.
  • Hurlow Wealth Management Group bought 21,599 Dimensional US Equity ETF shares in Q3 2026, an estimated $1.79M.
  • Dimensional US Equity ETF made up 12.42% of Hurlow Wealth Management Group's portfolio in Q3 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 19 quarters since.
  • 795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.