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 $505,195. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,355
Previous 12,355
-0.0%
Holding current value
$505,195
Previous $414,000
-0.0%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
709Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.39 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.29 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$734 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$439 Million0.67% of portfolio