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 $556,469. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,355
Previous 12,355
-0.0%
Holding current value
$556,469
Previous $414,000
-0.0%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio