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 $990,558. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,551
Previous 24,362
15.64%
Holding current value
$990,558
Previous $1.15 Million
14.32%
% of portfolio
0.3%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio