Annapolis Financial Services’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$330K	Hold	5,301	–	–	0.1%	76
2024 Q2	$312K	Hold	5,301	–	–	0.1%	76
2024 Q1	$302K	Sell	5,301 -37,020	-87%	-$2M	0.1%	80
2023 Q4	$2.19M	Buy	42,321 +1,673	+4%	+$81K	0.55%	46
2023 Q3	$1.89M	Hold	40,648	–	–	0.55%	48
2023 Q2	$1.96M	Sell	40,648 -591	-1%	-$26.9K	0.56%	47
2023 Q1	$1.83M	Sell	41,239 -3,592	-8%	-$156K	0.56%	44
2022 Q4	$1.87M	Buy	44,831 +2,103	+5%	+$87.9K	0.6%	41
2022 Q3	$1.66M	Buy	42,728 +695	+2%	+$29.9K	0.61%	43
2022 Q2	$1.71M	Buy	42,033 +8,624	+26%	+$382K	0.62%	41
2022 Q1	$1.64M	Sell	33,409 -62	-0.2%	-$3K	0.53%	45
2021 Q4	$1.73M	Sell	33,471 -434	-1%	-$21.8K	0.54%	45
2021 Q3	$1.6M	Buy	33,905 +68	+0.2%	+$3.29K	0.53%	39
2021 Q2	$1.59M	Buy	+33,837	New	+$1.58M	0.54%	39

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Annapolis Financial Services held its Dimensional US Equity ETF (DFUS) position steady in Q3 2024 at 5,301 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #76.

Annapolis Financial Services first reported a position in DFUS in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2023. 610 funds tracked by Wall St. Rank hold DFUS as of Q3 2024.

Annapolis Financial Services held 5,301 shares of Dimensional US Equity ETF worth $330K as of Q3 2024.
Annapolis Financial Services left its Dimensional US Equity ETF share count unchanged in Q3 2024.
Dimensional US Equity ETF made up 0.1% of Annapolis Financial Services's portfolio in Q3 2024, its #76 holding.
Annapolis Financial Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 14 quarters since.
Annapolis Financial Services's Dimensional US Equity ETF position peaked at $2.19M in Q4 2023.
610 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2024.

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