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 $25.8 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
738,468
Previous 733,017
0.74%
Holding current value
$25.8 Million
Previous $17.8 Million
5.72%
% of portfolio
7.72%
Previous 7.92%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$1.98 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.75 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.31 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.3 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$621 Million0.28% of portfolio