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 $524,716. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,355
Previous 12,355
-0.0%
Holding current value
$524,716
Previous $414,000
-0.0%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
685Shares Held
276MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.5 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Savant Capital, LLC18MShares$763 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$613 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$456 Million0.67% of portfolio