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 $1.38 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
39,236
Previous 38,776
1.19%
Holding current value
$1.38 Million
Previous $1.25 Million
7.6%
% of portfolio
0.42%
Previous 0.42%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio