Annapolis Financial Services, LLC Dimensional ETF Tr Short Durat Transaction History
Annapolis Financial Services, LLC
- $323 Million
- Q3 2024
A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 20,551 shares of DFSD stock, worth $991,791. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,551
Previous 24,362
15.64%
Holding current value
$991,791
Previous $1.15 Million
14.32%
% of portfolio
0.3%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding DFSD
# of Institutions
363Shares Held
74.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$188 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$148 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$127 Million11.4% of portfolio