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 $42,112. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,429
Previous 903
58.25%
Holding current value
$42,112
Previous $22,000
63.64%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
441Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$276 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$225 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$171 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$149 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$148 Million1.64% of portfolio