Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 175,498 shares of DFSV stock, worth $5.39 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
175,498
Previous 146,415
19.86%
Holding current value
$5.39 Million
Previous $4.21 Million
28.29%
% of portfolio
1.67%
Previous 1.42%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
331Shares Held
86.7MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
-
Savant Capital, LLC4.64MShares$143 Million1.31% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$91.1 Million1.18% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.74MShares$84.2 Million0.14% of portfolio