Baldrige Asset Management LLC Dimensional ETF Tr Us Marketwi Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Baldrige Asset Management LLC holds 12,355 shares of DFUV stock, worth $481,597. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,355
Previous 12,355
-0.0%
Holding current value
$481,597
Previous $414,000
-0.0%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
593Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$936 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$646 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$565 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$427 Million0.71% of portfolio