Annapolis Financial Services, LLC Dimensional ETF Tr Core Fxd In Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 179,608 shares of DFCF stock, worth $7.4 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
179,608
Previous 157,110
14.32%
Holding current value
$7.4 Million
Previous $6.53 Million
18.86%
% of portfolio
2.4%
Previous 2.2%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$432 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$119 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.7 Million12.12% of portfolio