Annapolis Financial Services, LLC Dimensional ETF Tr U S Core Eq Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 39,236 shares of DFAC stock, worth $1.36 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,236
Previous 38,776
1.19%
Holding current value
$1.36 Million
Previous $1.25 Million
7.6%
% of portfolio
0.42%
Previous 0.42%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
900Shares Held
716MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.85 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.65 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$612 Million0.29% of portfolio