Baldrige Asset Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.44M	Buy	105,998 +15,986	+18%	+$368K	1%	25
2022 Q4	$1.98M	Buy	90,012 +25,563	+40%	+$544K	0.88%	29
2022 Q3	$1.29M	Buy	64,449 +14,482	+29%	+$327K	0.62%	41
2022 Q2	$1.16M	Sell	49,967 -5,717	-10%	-$140K	0.53%	50
2022 Q1	$1.46M	Buy	55,684 +29,565	+113%	+$793K	0.6%	40
2021 Q4	$715K	Buy	26,119 +6,264	+32%	+$172K	0.28%	58
2021 Q3	$541K	Buy	19,855 +6,799	+52%	+$192K	0.23%	65
2021 Q2	$387K	Buy	+13,056	New	+$379K	0.17%	76

Other funds holding DFAE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 18% in Q1 2023, buying an estimated $368K and bringing the position to 105,998 shares worth $2.44M. The position accounts for 1% of the portfolio, ranked #25.

Baldrige Asset Management first reported a position in DFAE in Q2 2021 and has held it in 8 quarters since. 336 funds tracked by Wall St. Rank hold DFAE as of Q1 2023.

Baldrige Asset Management held 105,998 shares of Dimensional Emerging Core Equity Market ETF worth $2.44M as of Q1 2023.
Baldrige Asset Management bought 15,986 Dimensional Emerging Core Equity Market ETF shares in Q1 2023, an estimated $368K.
Dimensional Emerging Core Equity Market ETF made up 1% of Baldrige Asset Management's portfolio in Q1 2023, its #25 holding.
Baldrige Asset Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and has held it in 8 quarters since.
336 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2023.

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