AFS
Annapolis Financial Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.76M | Buy |
179,608
+22,498
| +14% | +$972K | 2.3% | 16 |
|
|
2024
Q2 | $6.53M | Buy |
157,110
+49,857
| +46% | +$2.07M | 2.11% | 17 |
|
|
2024
Q1 | $4.5M | Sell |
107,253
-40,400
| -27% | -$1.69M | 1.48% | 22 |
|
|
2023
Q4 | $6.26M | Buy |
147,653
+126,092
| +585% | +$5.35M | 1.57% | 19 |
|
|
2023
Q3 | $870K | Buy |
21,561
+4,007
| +23% | +$162K | 0.25% | 66 |
|
|
2023
Q2 | $733K | Buy |
17,554
+9,794
| +126% | +$409K | 0.21% | 70 |
|
|
2023
Q1 | $330K | Buy |
7,760
+1,584
| +26% | +$67.3K | 0.1% | 93 |
|
|
2022
Q4 | $256K | Buy |
+6,176
| New | +$256K | 0.08% | 98 |
|