Baldrige Asset Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$3.04M	Buy	112,608 +10,948	+11%	+$291K	1.24%	22
2022 Q4	$2.55M	Buy	101,660 +10,716	+12%	+$257K	1.13%	24
2022 Q3	$1.96M	Buy	90,944 +16,828	+23%	+$405K	0.93%	28
2022 Q2	$1.79M	Buy	74,116 +37,766	+104%	+$992K	0.82%	32
2022 Q1	$1.02M	Buy	36,350 +13,191	+57%	+$376K	0.42%	54
2021 Q4	$685K	Buy	23,159 +12,220	+112%	+$360K	0.27%	60
2021 Q3	$316K	Buy	10,939 +3,742	+52%	+$111K	0.13%	84
2021 Q2	$210K	Buy	+7,197	New	+$211K	0.09%	96

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 11% in Q1 2023, buying an estimated $291K and bringing the position to 112,608 shares worth $3.04M. The position accounts for 1.24% of the portfolio, ranked #22.

Baldrige Asset Management first reported a position in DFAI in Q2 2021 and has held it in 8 quarters since. 357 funds tracked by Wall St. Rank hold DFAI as of Q1 2023.

Baldrige Asset Management held 112,608 shares of Dimensional International Core Equity Market ETF worth $3.04M as of Q1 2023.
Baldrige Asset Management bought 10,948 Dimensional International Core Equity Market ETF shares in Q1 2023, an estimated $291K.
Dimensional International Core Equity Market ETF made up 1.24% of Baldrige Asset Management's portfolio in Q1 2023, its #22 holding.
Baldrige Asset Management first reported a position in Dimensional International Core Equity Market ETF in Q2 2021 and has held it in 8 quarters since.
357 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2023.

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