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 $5.51 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
175,498
Previous 146,415 19.86%
Holding current value
$5.51 Million
Previous $4.21 Million 28.29%
% of portfolio
1.67%
Previous 1.42%

Shares

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

Oct 16, 2024
BUY
$28.25 - $31.7 $821,594 - $921,931
29,083 Added 19.86%
175,498 $5.41 Million
Q2 2024

Jul 17, 2024
BUY
$27.81 - $30.13 $475,829 - $515,524
17,110 Added 13.23%
146,415 $4.21 Million
Q1 2024

Apr 17, 2024
SELL
$27.45 - $30.1 $118,940 - $130,423
-4,333 Reduced 3.24%
129,305 $3.89 Million
Q4 2023

Jan 31, 2024
BUY
$23.61 - $29.53 $1.59 Million - $1.99 Million
67,353 Added 101.61%
133,638 $3.89 Million
Q3 2023

Oct 30, 2023
BUY
$24.97 - $27.69 $481,072 - $533,475
19,266 Added 40.97%
66,285 $1.68 Million
Q2 2023

Jul 18, 2023
BUY
$23.17 - $25.7 $713,381 - $791,277
30,789 Added 189.7%
47,019 $1.21 Million
Q1 2023

Apr 17, 2023
BUY
$23.74 - $28.31 $322,697 - $384,817
13,593 Added 515.47%
16,230 $404,000
Q4 2022

Jan 20, 2023
BUY
$22.47 - $26.46 $59,253 - $69,775
2,637 New
2,637 $0

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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