AFS
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Annapolis Financial Services’s Dimensional International Value ETF DFIV Stock Holding History

Annapolis Financial Services’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,730
Closed -$575K – 385
2023
Q4 		$575K Sell
16,730
-269
-2% -$8.78K 0.14% 81
2023
Q3 		$555K Buy
16,999
+269
+2% +$8.96K 0.16% 76
2023
Q2 		$550K Hold
16,730
– – 0.16% 80
2023
Q1 		$539K Hold
16,730
– – 0.16% 77
2022
Q4 		$509K Sell
16,730
-3,871
-19% -$112K 0.16% 74
2022
Q3 		$531K Hold
20,601
– – 0.19% 74
2022
Q2 		$595K Sell
20,601
-509
-2% -$16.2K 0.22% 67
2022
Q1 		$707K Hold
21,110
– – 0.23% 68
2021
Q4 		$693K Buy
21,110
+520
+3% +$17.3K 0.22% 71
2021
Q3 		$674K Buy
+20,590
New +$680K 0.22% 70

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BSW
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Northern Trust
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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return