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 $583,906. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,285
Previous 12,126
1.31%
Holding current value
$583,906
Previous $559,000
2.5%
% of portfolio
0.24%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
331Shares Held
66.7MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio