Baldrige Asset Management LLC Dimensional ETF Tr Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Baldrige Asset Management LLC holds 79,462 shares of DFAU stock, worth $3.12 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
79,462
Previous 78,484
1.25%
Holding current value
$3.12 Million
Previous $2.12 Million
7.78%
% of portfolio
0.94%
Previous 0.94%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio