Dimensional Fund Advisors’s Surface Oncology, Inc. Common Stock SURF Stock Holding History

Dimensional Fund Advisors’s Portfolio SURF Stock Details SURF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-95,083	Closed	-$66.2K	–	3539
2023 Q1	$66.2K	Sell	95,083 -106,981	-53%	-$86.7K	﹤0.01%	3360
2022 Q4	$166	Hold	202,064	–	–	﹤0.01%	3257
2022 Q3	$210K	Sell	202,064 -428,414	-68%	-$685K	﹤0.01%	3228
2022 Q2	$1.03M	Sell	630,478 -112,484	-15%	-$234K	﹤0.01%	2909
2022 Q1	$2.18M	Buy	742,962 +337,985	+83%	+$1.18M	﹤0.01%	2803
2021 Q4	$1.94M	Buy	404,977 +139,310	+52%	+$899K	﹤0.01%	2854
2021 Q3	$2.01M	Sell	265,667 -360,849	-58%	-$2.31M	﹤0.01%	2855
2021 Q2	$4.67M	Buy	626,516 +125,002	+25%	+$963K	﹤0.01%	2633
2021 Q1	$3.91M	Buy	501,514 +332,410	+197%	+$3.32M	﹤0.01%	2658
2020 Q4	$1.56M	Buy	169,104 +85,190	+102%	+$740K	﹤0.01%	2872
2020 Q3	$578K	Buy	83,914 +59,370	+242%	+$360K	﹤0.01%	3031
2020 Q2	$161K	Hold	24,544	–	–	﹤0.01%	3233
2020 Q1	$46K	Buy	+24,544	New	+$64.7K	﹤0.01%	3326
2019 Q3	–	Sell	-14,739	Closed	-$42K	–	3443
2019 Q2	$42K	Sell	14,739 -7,317	-33%	-$29.1K	﹤0.01%	3433
2019 Q1	$105K	Buy	+22,056	New	+$109K	﹤0.01%	3375

Other funds holding SURF

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors's SURF Position: Q2 2023 in Review

Dimensional Fund Advisors sold out of Surface Oncology, Inc. Common Stock (SURF) in Q2 2023, closing a stake of 95,083 shares — an estimated $66.2K sold.

Dimensional Fund Advisors first reported a position in SURF in Q1 2019 and held it in 15 quarters. The position peaked at $4.67M in Q2 2021. 61 funds tracked by Wall St. Rank hold SURF as of Q2 2023.

Dimensional Fund Advisors reported no remaining Surface Oncology, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Dimensional Fund Advisors sold 95,083 Surface Oncology, Inc. Common Stock shares in Q2 2023, an estimated $66.2K.
Dimensional Fund Advisors first reported a position in Surface Oncology, Inc. Common Stock in Q1 2019 and held it in 15 quarters.
Dimensional Fund Advisors's Surface Oncology, Inc. Common Stock position peaked at $4.67M in Q2 2021.
61 funds tracked by Wall St. Rank held Surface Oncology, Inc. Common Stock as of Q2 2023.

Based on Dimensional Fund Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.