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 $24 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
738,468
Previous 733,017
0.74%
Holding current value
$24 Million
Previous $17.8 Million
5.72%
% of portfolio
7.72%
Previous 7.92%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
841Shares Held
680MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.69 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.47 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.28 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.23 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$567 Million0.3% of portfolio