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Annapolis Financial Services’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Annapolis Financial Services’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.87M Buy
142,761
+23,046
+19% +$1.25M 2.33% 15
2024
Q2 		$6.33M Buy
119,715
+54,858
+85% +$2.9M 2.05% 18
2024
Q1 		$3.46M Buy
64,857
+18,089
+39% +$958K 1.14% 31
2023
Q4 		$2.49M Buy
+46,768
New +$2.43M 0.62% 44

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JC
Jentner Corp Akron, Ohio $373M AUM 10.69% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Annapolis Financial Services's DFGP Position: Q3 2024 in Review

Annapolis Financial Services increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 19% in Q3 2024, buying an estimated $1.25M and bringing the position to 142,761 shares worth $7.87M. The position accounts for 2.33% of the portfolio, ranked #15.

Annapolis Financial Services first reported a position in DFGP in Q4 2023 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold DFGP as of Q3 2024.

  • Annapolis Financial Services held 142,761 shares of Dimensional Global Core Plus Fixed Income ETF worth $7.87M as of Q3 2024.
  • Annapolis Financial Services bought 23,046 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2024, an estimated $1.25M.
  • Dimensional Global Core Plus Fixed Income ETF made up 2.33% of Annapolis Financial Services's portfolio in Q3 2024, its #15 holding.
  • Annapolis Financial Services first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.