Annapolis Financial Services, LLC DFAS Holdings History
Annapolis Financial Services, LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 161,391.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $10.47 Mil. This investment constitutes 3.1% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.12% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q2. And since then Annapolis Financial Services, LLC has made 13 purchases of DFAS, at an average price of $54.77, for a total of 207,899.00 shares. In addition, there have been 1 sales at an average price of $59.17 for 46,508.00 shares. Based on historical transaction data and DFAS's current price of $66.69, Annapolis Financial Services, LLC's estimated gain on his DFAS holdings is $2.13 Mil, reflecting a 18.69% gain to date.
Annapolis Financial Services, LLC DFAS ($66.69) Holding Chart
Annapolis Financial Services, LLC DFAS ($66.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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