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

426

Shares Held

119M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

11.5M
Shares

$494 Million
12.43% of portfolio
Elser Financial Planning, Inc Indianapolis, IN

3.66M
Shares

$157 Million
9.18% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

3.04M
Shares

$130 Million
10.8% of portfolio
True Link Financial Advisors, LLC

2.82M
Shares

$121 Million
8.26% of portfolio
Factory Mutual Insurance CO Waltham, MA

2.79M
Shares

$120 Million
1.31% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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