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 21,463 shares of DUHP stock, worth $705,059. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,463
Previous 22,431
4.32%
Holding current value
$705,059
Previous $717,000
1.95%
% of portfolio
0.23%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio