HIC
DFSD

Hartline Investment Corp’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Hartline Investment Corp’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,648
Closed -$501K – 176
2024
Q1 		$501K Buy
+10,648
New +$500K 0.09% 209

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BSW
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DPW
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PCI
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HighTower Advisors
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AssetMark Inc
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

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

Hartline Investment Corp sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2024, closing a stake of 10,648 shares — an estimated $501K sold.

Hartline Investment Corp first reported a position in DFSD in Q1 2024 and held it in 1 quarter. The position peaked at $501K in Q1 2024. 242 funds tracked by Wall St. Rank hold DFSD as of Q2 2024.

  • Hartline Investment Corp reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 10,648 Dimensional Short-Duration Fixed Income ETF shares in Q2 2024, an estimated $501K.
  • Hartline Investment Corp first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Dimensional Short-Duration Fixed Income ETF position peaked at $501K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2024.

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