Annapolis Financial Services, LLC Dimensional ETF Tr Inflation P Transaction History

Annapolis Financial Services, LLC

$294 Million
Q1 2024

A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 11,468 shares of DFIP stock, worth $469,041. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,468

Previous 67,968 83.13%

Holding current value

$469,041

Previous $2.81 Million 83.14%

% of portfolio

0.16%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$40.58 - $41.54 $2.29 Million - $2.35 Million	-56,500 Reduced 83.13%	11,468 $473,000
Q4 2023 Jan 31, 2024	BUY	$39.16 - $41.47 $206,020 - $218,173	5,261 Added 8.39%	67,968 $2.81 Million
Q3 2023 Oct 30, 2023	BUY	$39.65 - $41.67 $1.05 Million - $1.11 Million	26,518 Added 73.28%	62,707 $2.49 Million
Q2 2023 Jul 18, 2023	BUY	$41.16 - $43.19 $222,222 - $233,182	5,399 Added 17.53%	36,189 $1.49 Million
Q1 2023 Apr 17, 2023	BUY	$40.93 - $42.83 $327,562 - $342,768	8,003 Added 35.12%	30,790 $1.32 Million

Q4 2022 Jan 20, 2023	BUY	$40.64 - $42.62 $575,543 - $603,584	14,162 Added 164.2%	22,787 $0
Q3 2022 Oct 21, 2022	BUY	$41.68 - $46.11 $359,490 - $397,698	8,625 New	8,625 $351,000

Others Institutions Holding DFIP

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

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Annapolis Financial Services, LLC Dimensional ETF Tr Inflation P Transaction History