A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 13,061 shares of DFIP stock, worth $538,766. This represents 0.17% of its overall portfolio holdings.

Number of Shares
13,061
Previous 11,237 16.23%
Holding current value
$538,766
Previous $458,000 20.52%
% of portfolio
0.17%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$40.69 - $42.46 $74,218 - $77,447
1,824 Added 16.23%
13,061 $552,000
Q2 2024

Jul 17, 2024

SELL
$40.31 - $41.37 $9,311 - $9,556
-231 Reduced 2.01%
11,237 $458,000
Q1 2024

Apr 17, 2024

SELL
$40.58 - $41.54 $2.29 Million - $2.35 Million
-56,500 Reduced 83.13%
11,468 $473,000
Q4 2023

Jan 31, 2024

BUY
$39.16 - $41.47 $206,020 - $218,173
5,261 Added 8.39%
67,968 $2.81 Million
Q3 2023

Oct 30, 2023

BUY
$39.65 - $41.67 $1.05 Million - $1.11 Million
26,518 Added 73.28%
62,707 $2.49 Million
Q2 2023

Jul 18, 2023

BUY
$41.16 - $43.19 $222,222 - $233,182
5,399 Added 17.53%
36,189 $1.49 Million
Q1 2023

Apr 17, 2023

BUY
$40.93 - $42.83 $327,562 - $342,768
8,003 Added 35.12%
30,790 $1.32 Million
Q4 2022

Jan 20, 2023

BUY
$40.55 - $42.62 $574,269 - $603,584
14,162 Added 164.2%
22,787 $0
Q3 2022

Oct 21, 2022

BUY
$40.65 - $46.11 $350,606 - $397,698
8,625 New
8,625 $351,000

Others Institutions Holding DFIP

About DIMENSIONAL ETF TR INFLATION P


  • Ticker DFIP
  • Sector ETFs
  • Industry ETFs
More about DFIP
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