Annapolis Financial Services, LLC Dimensional ETF Tr Short Durat Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 20,551 shares of DFSD stock, worth $961,992. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,551
Previous 24,362
15.64%
Holding current value
$961,992
Previous $1.15 Million
14.32%
% of portfolio
0.3%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio