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 175,498 shares of DFSV stock, worth $5.06 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
175,498
Previous 146,415
19.86%
Holding current value
$5.06 Million
Previous $4.21 Million
28.29%
% of portfolio
1.67%
Previous 1.42%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$232 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$220 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$157 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$120 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$115 Million0.19% of portfolio