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 9,502 shares of DIHP stock, worth $264,060. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,502
Previous 9,502
-0.0%
Holding current value
$264,060
Previous $250,000
5.2%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
247Shares Held
127MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc23.9MShares$665 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.3MShares$620 Million1.39% of portfolio
-
Savant Capital, LLC15.5MShares$430 Million3.18% of portfolio
-
Vista Wealth Management Group, LLC6.34MShares$176 Million10.75% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$173 Million3.11% of portfolio