Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History

Annapolis Financial Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$24.73 - $27.24 $1.03 Million - $1.14 Million	-41,786 Reduced 91.96%	3,654 $99,000
Q4 2023 Jan 31, 2024	BUY	$22.43 - $25.87 $210,954 - $243,307	9,405 Added 26.1%	45,440 $1.17 Million
Q3 2023 Oct 30, 2023	BUY	$23.27 - $25.13 $222,903 - $240,720	9,579 Added 36.21%	36,035 $856,000
Q2 2023 Jul 18, 2023	BUY	$23.01 - $24.6 $134,493 - $143,787	5,845 Added 28.36%	26,456 $625,000
Q1 2023 Apr 17, 2023	BUY	$22.4 - $24.75 $147,459 - $162,929	6,583 Added 46.93%	20,611 $490,000
Q4 2022 Jan 20, 2023	BUY	$18.45 - $22.54 $223,411 - $272,936	12,109 Added 631.01%	14,028 $0
Q3 2022 Oct 21, 2022	BUY	$18.36 - $22.57 $35,232 - $43,311	1,919 New	1,919 $36,000

274

60.7M

Get notified when there are updates to the investment portfolio of Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Annapolis Financial Services, LLC with notifications on news.