Baldrige Asset Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Baldrige Asset Management LLC holds 28,034 shares of DFNM stock, worth $1.35 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
28,034
Previous 19,404
44.48%
Holding current value
$1.35 Million
Previous $928,000
45.91%
% of portfolio
0.56%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
201Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$126 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.5 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$57.4 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$46.1 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.3 Million4.9% of portfolio