Baldrige Asset Management LLC Dimensional ETF Tr Inflation P Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Baldrige Asset Management LLC holds 364 shares of DFIP stock, worth $14,916. This represents 0.01% of its overall portfolio holdings.
Number of Shares
364
Previous 364
-0.0%
Holding current value
$14,916
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
13.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.9 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio