Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History
Annapolis Financial Services, LLC
- $296 Million
- Q2 2024
Shares
7 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.5MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.6 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.8 Million1.19% of portfolio
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Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio