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 44,377 shares of DFIV stock, worth $2.05 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

44,377

Previous 43,150 2.84%

Holding current value

$2.05 Million

Previous $1.31 Million 8.99%

% of portfolio

0.59%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$30.43 - $33.38 $37,337 - $40,957	1,227 Added 2.84%	44,377 $1.43 Million
Q4 2022 Jan 13, 2023	SELL	$25.88 - $31.1 $12,267 - $14,741	-474 Reduced 1.09%	43,150 $1.31 Million
Q3 2022 Oct 13, 2022	BUY	$25.71 - $30.57 $9,461 - $11,249	368 Added 0.85%	43,624 $1.12 Million
Q2 2022 Jul 12, 2022	SELL	$28.66 - $33.84 $54,138 - $63,923	-1,889 Reduced 4.18%	43,256 $1.25 Million
Q1 2022 Apr 26, 2022	SELL	$30.75 - $35.49 $3,597 - $4,152	-117 Reduced 0.26%	45,145 $1.51 Million
Q4 2021 Jan 27, 2022	SELL	$31.61 - $34.21 $18,238 - $19,739	-577 Reduced 1.26%	45,262 $1.49 Million
Q3 2021 Oct 22, 2021	BUY	$32.25 - $33.65 $1.48 Million - $1.54 Million	45,839 New	45,839 $1.5 Million

Others Institutions Holding DFIV

# of Institutions

745

Shares Held

261M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Baldrige Asset Management LLC Dimensional ETF Tr Transaction History