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Hartline Investment Corp’s Dimensional US Equity ETF DFUS Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-9,583
Closed -$546K – 179
2024
Q1 		$546K Buy
+9,583
New +$519K 0.1% 195

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PL
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Envestnet Asset Management
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Creative Planning
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Hartline Investment Corp sold out of Dimensional US Equity ETF (DFUS) in Q2 2024, closing a stake of 9,583 shares — an estimated $546K sold.

Hartline Investment Corp first reported a position in DFUS in Q1 2024 and held it in 1 quarter. The position peaked at $546K in Q1 2024. 593 funds tracked by Wall St. Rank hold DFUS as of Q2 2024.

  • Hartline Investment Corp reported no remaining Dimensional US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 9,583 Dimensional US Equity ETF shares in Q2 2024, an estimated $546K.
  • Hartline Investment Corp first reported a position in Dimensional US Equity ETF in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's Dimensional US Equity ETF position peaked at $546K in Q1 2024.
  • 593 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2024.

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