Annapolis Financial Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-43,672	Closed	-$1.63M	–	389
2023 Q4	$1.63M	Sell	43,672 -888	-2%	-$30.6K	0.41%	54
2023 Q3	$1.52M	Sell	44,560 -525	-1%	-$18.4K	0.44%	54
2023 Q2	$1.56M	Hold	45,085	–	–	0.44%	52
2023 Q1	$1.51M	Sell	45,085 -3,845	-8%	-$132K	0.46%	51
2022 Q4	$1.64M	Buy	48,930 +641	+1%	+$21.3K	0.53%	46
2022 Q3	$1.43M	Hold	48,289	–	–	0.52%	49
2022 Q2	$1.53M	Buy	+48,289	New	+$1.61M	0.55%	46

Other funds holding DFUV

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

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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Annapolis Financial Services sold out of Dimensional US Marketwide Value ETF (DFUV) in Q1 2024, closing a stake of 43,672 shares — an estimated $1.63M sold.

Annapolis Financial Services first reported a position in DFUV in Q2 2022 and held it in 7 quarters. The position peaked at $1.64M in Q4 2022. 566 funds tracked by Wall St. Rank hold DFUV as of Q1 2024.

Annapolis Financial Services reported no remaining Dimensional US Marketwide Value ETF position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 43,672 Dimensional US Marketwide Value ETF shares in Q1 2024, an estimated $1.63M.
Annapolis Financial Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and held it in 7 quarters.
Annapolis Financial Services's Dimensional US Marketwide Value ETF position peaked at $1.64M in Q4 2022.
566 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2024.

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