Annapolis Financial Services, LLC Dimensional ETF Tr U S Equity Transaction History

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024

A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 5,301 shares of DFUS stock, worth $318,802. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,301
Previous 5,301 -0.0%
Holding current value
$318,802
Previous $311,000 5.79%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$50.79 - $56.98 $1.88 Million - $2.11 Million
-37,020 Reduced 87.47%
5,301 $302,000
Q4 2023

Jan 31, 2024
BUY
$44.51 - $52.0 $74,465 - $86,996
1,673 Added 4.12%
42,321 $2.19 Million
Q2 2023

Jul 18, 2023
SELL
$43.77 - $48.16 $25,868 - $28,462
-591 Reduced 1.43%
40,648 $1.96 Million
Q1 2023

Apr 17, 2023
SELL
$41.24 - $45.43 $148,134 - $163,184
-3,592 Reduced 8.01%
41,239 $1.83 Million
Q4 2022

Jan 20, 2023
BUY
$38.86 - $44.32 $81,722 - $93,204
2,103 Added 4.92%
44,831 $0
Q3 2022

Oct 21, 2022
BUY
$38.82 - $46.57 $26,979 - $32,366
695 Added 1.65%
42,728 $1.66 Million
Q2 2022

Jul 22, 2022
BUY
$39.62 - $49.51 $341,682 - $426,974
8,624 Added 25.81%
42,033 $1.71 Million
Q1 2022

Apr 29, 2022
SELL
$45.16 - $52.01 $2,799 - $3,224
-62 Reduced 0.19%
33,409 $1.64 Million
Q4 2021

Feb 11, 2022
SELL
$47.05 - $51.98 $20,419 - $22,559
-434 Reduced 1.28%
33,471 $1.73 Million
Q3 2021

Nov 09, 2021
BUY
$46.48 - $49.7 $3,160 - $3,379
68 Added 0.2%
33,905 $1.6 Million
Q2 2021

Aug 04, 2021
BUY
$45.75 - $47.12 $1.55 Million - $1.59 Million
33,837 New
33,837 $1.6 Million

Others Institutions Holding DFUS

# of Institutions
734
Shares Held
163M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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