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Headlands Technologies’s Dimensional US Small Cap ETF DFAS Stock Holding History

Headlands Technologies’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
2023
Q3 		– Sell
-46
Closed -$2.52K – 983
2023
Q2 		$2.52K Buy
+46
New +$2.4K ﹤0.01% 710

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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Headlands Technologies's DFAS Position: Q3 2023 in Review

Headlands Technologies sold out of Dimensional US Small Cap ETF (DFAS) in Q3 2023, closing a stake of 46 shares — an estimated $2.52K sold.

Headlands Technologies first reported a position in DFAS in Q2 2023 and held it in 1 quarter. The position peaked at $2.52K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

  • Headlands Technologies reported no remaining Dimensional US Small Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Headlands Technologies sold 46 Dimensional US Small Cap ETF shares in Q3 2023, an estimated $2.52K.
  • Headlands Technologies first reported a position in Dimensional US Small Cap ETF in Q2 2023 and held it in 1 quarter.
  • Headlands Technologies's Dimensional US Small Cap ETF position peaked at $2.52K in Q2 2023.
  • 499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

Based on Headlands Technologies's 13F filing for Q3 2023, filed 9 Nov 2023.