AFS
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Annapolis Financial Services’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Annapolis Financial Services’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,922
Closed -$399K – 392
2023
Q4 		$399K Buy
+7,922
New +$398K 0.1% 99

Other funds holding DUSB

MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $364M AUM 16.6% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Annapolis Financial Services sold out of Dimensional Ultrashort Fixed Income ETF (DUSB) in Q1 2024, closing a stake of 7,922 shares — an estimated $399K sold.

Annapolis Financial Services first reported a position in DUSB in Q4 2023 and held it in 1 quarter. The position peaked at $399K in Q4 2023. 32 funds tracked by Wall St. Rank hold DUSB as of Q1 2024.

  • Annapolis Financial Services reported no remaining Dimensional Ultrashort Fixed Income ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 7,922 Dimensional Ultrashort Fixed Income ETF shares in Q1 2024, an estimated $399K.
  • Annapolis Financial Services first reported a position in Dimensional Ultrashort Fixed Income ETF in Q4 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Dimensional Ultrashort Fixed Income ETF position peaked at $399K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q1 2024.

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