Baldrige Asset Management LLC Dimensional ETF Tr Inflation P Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Baldrige Asset Management LLC holds 364 shares of DFIP stock, worth $14,985. This represents 0.01% of its overall portfolio holdings.
Number of Shares
364
Previous 364
-0.0%
Holding current value
$14,985
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
119Shares Held
13.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.3 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$33.1 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$31 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.6 Million3.46% of portfolio