Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History

Annapolis Financial Services, LLC

$294 Million
Q1 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 129,305 shares of DFSV stock, worth $3.7 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

129,305

Previous 133,638 3.24%

Holding current value

$3.7 Million

Previous $3.89 Million 0.03%

% of portfolio

1.32%

Previous 1.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$24.29 - $26.46 $64,052 - $69,775	2,637 New	2,637 $0

Others Institutions Holding DFSV

# of Institutions

298

Shares Held

72.6M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History