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 $972,267. This represents 0.3% of its overall portfolio holdings.

Number of Shares
20,551
Previous 24,362 15.64%
Holding current value
$972,267
Previous $1.15 Million 14.32%
% of portfolio
0.3%
Previous 0.39%

Shares

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

Oct 16, 2024
SELL
$47.0 - $47.84 $179,117 - $182,318
-3,811 Reduced 15.64%
20,551 $981,000
Q2 2024

Jul 17, 2024
SELL
$46.64 - $47.15 $62,730 - $63,416
-1,345 Reduced 5.23%
24,362 $1.15 Million
Q1 2024

Apr 17, 2024
SELL
$46.78 - $47.19 $9.51 Million - $9.59 Million
-203,208 Reduced 88.77%
25,707 $1.21 Million
Q4 2023

Jan 31, 2024
BUY
$46.16 - $47.09 $198,118 - $202,110
4,292 Added 1.91%
228,915 $10.8 Million
Q3 2023

Oct 30, 2023
BUY
$46.24 - $46.65 $1.28 Million - $1.29 Million
27,686 Added 14.06%
224,623 $10.4 Million
Q2 2023

Jul 18, 2023
BUY
$46.28 - $46.83 $707,343 - $715,749
15,284 Added 8.41%
196,937 $9.13 Million
Q1 2023

Apr 17, 2023
BUY
$46.1 - $46.75 $93,951 - $95,276
2,038 Added 1.13%
181,653 $8.48 Million
Q4 2022

Jan 20, 2023
BUY
$45.19 - $46.47 $3.64 Million - $3.75 Million
80,652 Added 81.5%
179,615 $0
Q3 2022

Oct 21, 2022
BUY
$45.55 - $47.51 $765,285 - $798,215
16,801 Added 20.45%
98,963 $4.55 Million
Q2 2022

Jul 22, 2022
BUY
$46.22 - $47.82 $3.8 Million - $3.93 Million
82,162 New
82,162 $3.85 Million

Others Institutions Holding DFSD

# of Institutions
257
Shares Held
44.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Annapolis Financial Services, LLC Portfolio

Follow Annapolis Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annapolis Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email