Annapolis Financial Services, LLC Dimensional ETF Tr Short Durat Transaction History

Annapolis Financial Services, LLC

$294 Million
Q1 2024

A detailed history of Annapolis Financial Services, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 25,707 shares of DFSD stock, worth $1.21 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

25,707

Previous 228,915 88.77%

Holding current value

$1.21 Million

Previous $10.8 Million 88.76%

% of portfolio

0.41%

Previous 2.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$46.78 - $47.19 $9.51 Million - $9.59 Million	-203,208 Reduced 88.77%	25,707 $1.21 Million
Q4 2023 Jan 31, 2024	BUY	$46.16 - $47.09 $198,118 - $202,110	4,292 Added 1.91%	228,915 $10.8 Million
Q3 2023 Oct 30, 2023	BUY	$46.24 - $46.65 $1.28 Million - $1.29 Million	27,686 Added 14.06%	224,623 $10.4 Million
Q2 2023 Jul 18, 2023	BUY	$46.28 - $46.83 $707,343 - $715,749	15,284 Added 8.41%	196,937 $9.13 Million
Q1 2023 Apr 17, 2023	BUY	$46.1 - $46.75 $93,951 - $95,276	2,038 Added 1.13%	181,653 $8.48 Million

Q4 2022 Jan 20, 2023	BUY	$45.49 - $46.47 $3.67 Million - $3.75 Million	80,652 Added 81.5%	179,615 $0
Q3 2022 Oct 21, 2022	BUY	$45.88 - $47.51 $770,829 - $798,215	16,801 Added 20.45%	98,963 $4.55 Million
Q2 2022 Jul 22, 2022	BUY	$46.22 - $47.82 $3.8 Million - $3.93 Million	82,162 New	82,162 $3.85 Million

Others Institutions Holding DFSD

# of Institutions

223

Shares Held

34.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
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Annapolis Financial Services, LLC Dimensional ETF Tr Short Durat Transaction History