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 $40,340. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,429
Previous 903
58.25%
Holding current value
$40,340
Previous $22,000
63.64%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
416Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$227 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$154 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$118 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio