Annapolis Financial Services, LLC Dimensional ETF Tr Dimensional Transaction History
Annapolis Financial Services, LLC
- $296 Million
- Q2 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 22,431 shares of DUHP stock, worth $725,418. This represents 0.24% of its overall portfolio holdings.
Number of Shares
22,431
Previous 23,363
3.99%
Holding current value
$725,418
Previous $738,000
2.85%
% of portfolio
0.24%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
278Shares Held
166MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO26.3MShares$851 Million2.36% of portfolio
-
Envestnet Asset Management Inc25.6MShares$829 Million0.31% of portfolio
-
Merriman Wealth Management, LLC8.1MShares$262 Million11.86% of portfolio
-
Forum Financial Management, LP Lombard, IL7.08MShares$229 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.69MShares$216 Million16.65% of portfolio