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 $40,283. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,429
Previous 903
58.25%
Holding current value
$40,283
Previous $22,000
63.64%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
438Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$264 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$164 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$142 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$141 Million1.64% of portfolio