Baldrige Asset Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Baldrige Asset Management LLC holds 738,468 shares of DFAC stock, worth $23.2 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
738,468
Previous 733,017
0.74%
Holding current value
$23.2 Million
Previous $17.8 Million
5.72%
% of portfolio
7.72%
Previous 7.92%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.8 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.46 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.18 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.17 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$570 Million0.26% of portfolio