Baldrige Asset Management LLC Dimensional ETF Tr Short Durat Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Baldrige Asset Management LLC holds 12,285 shares of DFSD stock, worth $576,289. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,285
Previous 12,126
1.31%
Holding current value
$576,289
Previous $559,000
2.5%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.5 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.9 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.4 Million16.23% of portfolio