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 $43,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,429
Previous 903 58.25%
Holding current value
$43,941
Previous $22,000 63.64%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$23.74 - $28.31 $12,487 - $14,891
526 Added 58.25%
1,429 $36,000
Q4 2022

Jan 13, 2023
BUY
$22.47 - $26.46 $10,291 - $12,118
458 Added 102.92%
903 $22,000
Q2 2022

Jul 12, 2022
BUY
$22.18 - $26.16 $9,870 - $11,641
445 New
445 $10,000

Others Institutions Holding DFSV

# of Institutions
340
Shares Held
95.2M
Call Options Held
10.1K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email