Baldrige Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.29M	Buy	79,462 +978	+1%	+$27.6K	0.94%	27
2022 Q4	$2.12M	Sell	78,484 -8,239	-10%	-$224K	0.94%	27
2022 Q3	$2.18M	Buy	86,723 +6,732	+8%	+$187K	1.04%	24
2022 Q2	$2.11M	Buy	79,991 +40,692	+104%	+$1.17M	0.97%	27
2022 Q1	$1.24M	Buy	39,299 +1,013	+3%	+$31.5K	0.51%	50
2021 Q4	$1.26M	Buy	38,286 +3,978	+12%	+$128K	0.49%	48
2021 Q3	$1.03M	Buy	34,308 +7,929	+30%	+$245K	0.43%	50
2021 Q2	$797K	Buy	+26,379	New	+$780K	0.35%	53

Other funds holding DFAU

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.2% in Q1 2023, buying an estimated $27.6K and bringing the position to 79,462 shares worth $2.29M. The position accounts for 0.94% of the portfolio, ranked #27.

Baldrige Asset Management first reported a position in DFAU in Q2 2021 and has held it in 8 quarters since. 303 funds tracked by Wall St. Rank hold DFAU as of Q1 2023.

Baldrige Asset Management held 79,462 shares of Dimensional US Core Equity Market ETF worth $2.29M as of Q1 2023.
Baldrige Asset Management bought 978 Dimensional US Core Equity Market ETF shares in Q1 2023, an estimated $27.6K.
Dimensional US Core Equity Market ETF made up 0.94% of Baldrige Asset Management's portfolio in Q1 2023, its #27 holding.
Baldrige Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 8 quarters since.
303 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2023.

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