Baldrige Asset Management LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Baldrige Asset Management LLC holds 19,583 shares of DFAT stock, worth $1 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,583
Previous 17,394
12.58%
Holding current value
$1 Million
Previous $764,000
14.01%
% of portfolio
0.36%
Previous 0.34%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
632Shares Held
151MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$701 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$648 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$465 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$396 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$247 Million3.04% of portfolio