AFS
DFSI

Annapolis Financial Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Annapolis Financial Services’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,437
Closed -$46K – 386
2023
Q4 		$46K Buy
1,437
+196
+16% +$5.78K 0.01% 205
2023
Q3 		$35.6K Hold
1,241
– – 0.01% 216
2023
Q2 		$37.8K Hold
1,241
– – 0.01% 206
2023
Q1 		$37.3K Hold
1,241
– – 0.01% 189
2022
Q4 		$34.5K Buy
+1,241
New +$34.1K 0.01% 198

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Annapolis Financial Services's DFSI Position: Q1 2024 in Review

Annapolis Financial Services sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q1 2024, closing a stake of 1,437 shares — an estimated $46K sold.

Annapolis Financial Services first reported a position in DFSI in Q4 2022 and held it in 5 quarters. The position peaked at $46K in Q4 2023. 119 funds tracked by Wall St. Rank hold DFSI as of Q1 2024.

  • Annapolis Financial Services reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,437 Dimensional International Sustainability Core 1 ETF shares in Q1 2024, an estimated $46K.
  • Annapolis Financial Services first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and held it in 5 quarters.
  • Annapolis Financial Services's Dimensional International Sustainability Core 1 ETF position peaked at $46K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.