HIC
DFSI

Hartline Investment Corp’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Hartline Investment Corp’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,186
Closed -$276K – 177
2024
Q1 		$276K Buy
+8,186
New +$265K 0.05% 306

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Hartline Investment Corp sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2024, closing a stake of 8,186 shares — an estimated $276K sold.

Hartline Investment Corp first reported a position in DFSI in Q1 2024 and held it in 1 quarter. The position peaked at $276K in Q1 2024. 127 funds tracked by Wall St. Rank hold DFSI as of Q2 2024.

  • Hartline Investment Corp reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 8,186 Dimensional International Sustainability Core 1 ETF shares in Q2 2024, an estimated $276K.
  • Hartline Investment Corp first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Dimensional International Sustainability Core 1 ETF position peaked at $276K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2024.

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