Baldrige Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baldrige Asset Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$18.8M	Buy	738,468 +5,451	+0.7%	+$138K	7.72%	1
2022 Q4	$17.8M	Buy	733,017 +46,112	+7%	+$1.12M	7.92%	1
2022 Q3	$15.3M	Buy	686,905 +17,373	+3%	+$427K	7.27%	2
2022 Q2	$15.6M	Sell	669,532 -16,402	-2%	-$415K	7.15%	2
2022 Q1	$18.9M	Buy	685,934 +19,041	+3%	+$521K	7.73%	1
2021 Q4	$19.3M	Buy	666,893 +4,582	+0.7%	+$129K	7.53%	1
2021 Q3	$17.6M	Sell	662,311 -1,415	-0.2%	-$38.4K	7.33%	1
2021 Q2	$17.9M	Buy	+663,726	New	+$17.6M	7.76%	1

Other funds holding DFAC

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Baldrige Asset Management's DFAC Position: Q1 2023 in Review

Baldrige Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.74% in Q1 2023, buying an estimated $138K and bringing the position to 738,468 shares worth $18.8M. The position accounts for 7.72% of the portfolio, ranked #1.

Baldrige Asset Management first reported a position in DFAC in Q2 2021 and has held it in 8 quarters since. The position peaked at $19.3M in Q4 2021. 648 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

Baldrige Asset Management held 738,468 shares of Dimensional US Core Equity 2 ETF worth $18.8M as of Q1 2023.
Baldrige Asset Management bought 5,451 Dimensional US Core Equity 2 ETF shares in Q1 2023, an estimated $138K.
Dimensional US Core Equity 2 ETF made up 7.72% of Baldrige Asset Management's portfolio in Q1 2023, its #1 holding.
Baldrige Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Dimensional US Core Equity 2 ETF position peaked at $19.3M in Q4 2021.
648 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.