Baldrige Asset Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Baldrige Asset Management LLC

$244 Million
Q1 2023

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$41.26 - $43.27 $0 - $0	0 New	0 $0
Q4 2022 Jan 13, 2023	BUY	$39.82 - $42.74 $0 - $0	0 New	0 $0
Q3 2022 Oct 13, 2022	BUY	$40.64 - $44.91 $0 - $0	0 New	0 $0
Q2 2022 Jul 12, 2022	BUY	$42.49 - $46.23 $0 - $0	0 New	0 $0

Others Institutions Holding DFCF

# of Institutions

440

Shares Held

138M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

12M
Shares

$514 Million
12.3% of portfolio
Prudential Financial Inc Newark, NJ

10.4M
Shares

$445 Million
0.56% of portfolio
Factory Mutual Insurance CO Waltham, MA

4.54M
Shares

$194 Million
1.92% of portfolio
True Link Financial Advisors, LLC

3.41M
Shares

$146 Million
9.43% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.15M
Shares

$135 Million
10.54% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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