Annapolis Financial Services, LLC DFCF Holdings History
Annapolis Financial Services, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2024-09-30, Annapolis Financial Services, LLC held 179,608.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $7.76 Mil. This investment constitutes 2.3% of their stock portfolio, and Annapolis Financial Services, LLC now holds 0.14% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then Annapolis Financial Services, LLC has made 7 purchases of DFCF, at an average price of $41.27, for a total of 220,008.00 shares. In addition, there have been 1 sales at an average price of $41.98 for 40,400.00 shares. Based on historical transaction data and DFCF's current price of $42.15, Annapolis Financial Services, LLC's estimated gain on his DFCF holdings is $185,927.41, reflecting a 2.05% gain to date.
Annapolis Financial Services, LLC DFCF ($42.15) Holding Chart
Annapolis Financial Services, LLC DFCF ($42.15) 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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