Annapolis Financial Services’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Annapolis Financial Services’s Portfolio DFIP Stock Details DFIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$552K	Buy	13,061 +1,824	+16%	+$76K	0.16%	63
2024 Q2	$459K	Sell	11,237 -231	-2%	-$9.43K	0.15%	65
2024 Q1	$473K	Sell	11,468 -56,500	-83%	-$2.32M	0.16%	67
2023 Q4	$2.81M	Buy	67,968 +5,261	+8%	+$211K	0.7%	40
2023 Q3	$2.49M	Buy	62,707 +26,518	+73%	+$1.08M	0.72%	39
2023 Q2	$1.49M	Buy	36,189 +5,399	+18%	+$228K	0.43%	53
2023 Q1	$1.32M	Buy	30,790 +8,003	+35%	+$335K	0.4%	56
2022 Q4	$938K	Buy	22,787 +14,162	+164%	+$585K	0.3%	60
2022 Q3	$351K	Buy	+8,625	New	+$382K	0.13%	90

Other funds holding DFIP

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PWS

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

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

Annapolis Financial Services increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 16% in Q3 2024, buying an estimated $76K and bringing the position to 13,061 shares worth $552K. The position accounts for 0.16% of the portfolio, ranked #63.

Annapolis Financial Services first reported a position in DFIP in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.81M in Q4 2023. 110 funds tracked by Wall St. Rank hold DFIP as of Q3 2024.

Annapolis Financial Services held 13,061 shares of Dimensional Inflation-Protected Securities ETF worth $552K as of Q3 2024.
Annapolis Financial Services bought 1,824 Dimensional Inflation-Protected Securities ETF shares in Q3 2024, an estimated $76K.
Dimensional Inflation-Protected Securities ETF made up 0.16% of Annapolis Financial Services's portfolio in Q3 2024, its #63 holding.
Annapolis Financial Services first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2022 and has held it in 9 quarters since.
Annapolis Financial Services's Dimensional Inflation-Protected Securities ETF position peaked at $2.81M in Q4 2023.
110 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2024.

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