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 $586,240. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,285
Previous 12,126
1.31%
Holding current value
$586,240
Previous $559,000
2.5%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio