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Hartline Investment Corp’s Dimensional US Small Cap ETF DFAS Stock Holding History

Hartline Investment Corp’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,278
Closed -$703K – 172
2024
Q1 		$703K Buy
+11,278
New +$667K 0.12% 170

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IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Hartline Investment Corp's DFAS Position: Q2 2024 in Review

Hartline Investment Corp sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2024, closing a stake of 11,278 shares — an estimated $703K sold.

Hartline Investment Corp first reported a position in DFAS in Q1 2024 and held it in 1 quarter. The position peaked at $703K in Q1 2024. 633 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Hartline Investment Corp reported no remaining Dimensional US Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 11,278 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $703K.
  • Hartline Investment Corp first reported a position in Dimensional US Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Dimensional US Small Cap ETF position peaked at $703K in Q1 2024.
  • 633 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.