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 $242,205. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,502
Previous 9,502
-0.0%
Holding current value
$242,205
Previous $250,000
5.2%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
212Shares Held
113MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$572 Million0.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO22.1MShares$565 Million1.34% of portfolio
-
Savant Capital, LLC8.48MShares$216 Million2.0% of portfolio
-
Vista Wealth Management Group, LLC6.05MShares$154 Million11.58% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$153 Million3.18% of portfolio