Baldrige Asset Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$514K	Buy	9,744 +849	+10%	+$46K	0.21%	69
2022 Q4	$455K	Buy	8,895 +1,241	+16%	+$63.9K	0.2%	70
2022 Q3	$356K	Sell	7,654 -41	-0.5%	-$2.09K	0.17%	80
2022 Q2	$369K	Buy	7,695 +1,950	+34%	+$101K	0.17%	81
2022 Q1	$322K	Sell	5,745 -156	-3%	-$8.78K	0.13%	91
2021 Q4	$354K	Buy	5,901 +396	+7%	+$23.9K	0.14%	82
2021 Q3	$317K	Buy	5,505 +500	+10%	+$28.8K	0.13%	83
2021 Q2	$292K	Buy	+5,005	New	+$291K	0.13%	83

Other funds holding DFAS

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

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

RCG

Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return

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

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

Baldrige Asset Management increased its Dimensional US Small Cap ETF (DFAS) stake by 9.5% in Q1 2023, buying an estimated $46K and bringing the position to 9,744 shares worth $514K. The position accounts for 0.21% of the portfolio, ranked #69.

Baldrige Asset Management first reported a position in DFAS in Q2 2021 and has held it in 8 quarters since. 457 funds tracked by Wall St. Rank hold DFAS as of Q1 2023.

Baldrige Asset Management held 9,744 shares of Dimensional US Small Cap ETF worth $514K as of Q1 2023.
Baldrige Asset Management bought 849 Dimensional US Small Cap ETF shares in Q1 2023, an estimated $46K.
Dimensional US Small Cap ETF made up 0.21% of Baldrige Asset Management's portfolio in Q1 2023, its #69 holding.
Baldrige Asset Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 8 quarters since.
457 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2023.

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