Baldrige Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Baldrige Asset Management LLC holds 1,429 shares of DFSV stock, worth $44,484. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,429
Previous 903
58.25%
Holding current value
$44,484
Previous $22,000
63.64%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
484Shares Held
132MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$417 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$203 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$181 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$169 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$108 Million0.18% of portfolio