BAM
Baldrige Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.29M | Buy |
79,462
+978
| +1% | +$28.1K | 0.94% | 27 |
|
|
2022
Q4 | $2.12M | Sell |
78,484
-8,239
| -10% | -$223K | 0.94% | 27 |
|
|
2022
Q3 | $2.18M | Buy |
86,723
+6,732
| +8% | +$169K | 1.04% | 24 |
|
|
2022
Q2 | $2.11M | Buy |
79,991
+40,692
| +104% | +$1.08M | 0.97% | 27 |
|
|
2022
Q1 | $1.24M | Buy |
39,299
+1,013
| +3% | +$31.9K | 0.51% | 50 |
|
|
2021
Q4 | $1.26M | Buy |
38,286
+3,978
| +12% | +$131K | 0.49% | 48 |
|
|
2021
Q3 | $1.03M | Buy |
34,308
+7,929
| +30% | +$239K | 0.43% | 50 |
|
|
2021
Q2 | $797K | Buy |
+26,379
| New | +$797K | 0.35% | 53 |
|