Annapolis Financial Services’s Dimensional International High Profitability ETF DIHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$263K	Hold	9,502	–	–	0.08%	86
2024 Q2	$250K	Sell	9,502 -454	-5%	-$12.1K	0.08%	87
2024 Q1	$268K	Sell	9,956 -11,489	-54%	-$298K	0.09%	83
2023 Q4	$550K	Buy	21,445 +2,159	+11%	+$51.6K	0.14%	82
2023 Q3	$447K	Buy	19,286 +2,388	+14%	+$57.9K	0.13%	84
2023 Q2	$414K	Sell	16,898 -221	-1%	-$5.39K	0.12%	88
2023 Q1	$414K	Buy	17,119 +2,090	+14%	+$49.2K	0.13%	85
2022 Q4	$331K	Buy	15,029 +13,027	+651%	+$277K	0.11%	90
2022 Q3	$38K	Buy	+2,002	New	+$42.9K	0.01%	194

Other funds holding DIHP

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

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

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

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Annapolis Financial Services held its Dimensional International High Profitability ETF (DIHP) position steady in Q3 2024 at 9,502 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #86.

Annapolis Financial Services first reported a position in DIHP in Q3 2022 and has held it in 9 quarters since. The position peaked at $550K in Q4 2023. 196 funds tracked by Wall St. Rank hold DIHP as of Q3 2024.

Annapolis Financial Services held 9,502 shares of Dimensional International High Profitability ETF worth $263K as of Q3 2024.
Annapolis Financial Services left its Dimensional International High Profitability ETF share count unchanged in Q3 2024.
Dimensional International High Profitability ETF made up 0.08% of Annapolis Financial Services's portfolio in Q3 2024, its #86 holding.
Annapolis Financial Services first reported a position in Dimensional International High Profitability ETF in Q3 2022 and has held it in 9 quarters since.
Annapolis Financial Services's Dimensional International High Profitability ETF position peaked at $550K in Q4 2023.
196 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q3 2024.

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