Annapolis Financial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$981K	Sell	20,551 -3,811	-16%	-$181K	0.29%	51
2024 Q2	$1.15M	Sell	24,362 -1,345	-5%	-$63.1K	0.37%	49
2024 Q1	$1.21M	Sell	25,707 -203,208	-89%	-$9.55M	0.4%	48
2023 Q4	$10.8M	Buy	228,915 +4,292	+2%	+$200K	2.7%	8
2023 Q3	$10.4M	Buy	224,623 +27,686	+14%	+$1.29M	3.01%	8
2023 Q2	$9.13M	Buy	196,937 +15,284	+8%	+$712K	2.6%	8
2023 Q1	$8.48M	Buy	181,653 +2,038	+1%	+$94.7K	2.57%	10
2022 Q4	$8.28M	Buy	179,615 +80,652	+81%	+$3.7M	2.68%	11
2022 Q3	$4.55M	Buy	98,963 +16,801	+20%	+$786K	1.67%	18
2022 Q2	$3.85M	Buy	+82,162	New	+$3.88M	1.4%	20

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PCI

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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Annapolis Financial Services reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q3 2024, selling an estimated $181K and leaving 20,551 shares worth $981K. The position accounts for 0.29% of the portfolio, ranked #51.

Annapolis Financial Services first reported a position in DFSD in Q2 2022 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2023. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

Annapolis Financial Services held 20,551 shares of Dimensional Short-Duration Fixed Income ETF worth $981K as of Q3 2024.
Annapolis Financial Services sold 3,811 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $181K.
Dimensional Short-Duration Fixed Income ETF made up 0.29% of Annapolis Financial Services's portfolio in Q3 2024, its #51 holding.
Annapolis Financial Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 10 quarters since.
Annapolis Financial Services's Dimensional Short-Duration Fixed Income ETF position peaked at $10.8M in Q4 2023.
249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

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