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Baldrige Asset Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Baldrige Asset Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$16K Hold
364
– – 0.01% 232
2022
Q4 		$15K Hold
364
– – 0.01% 230
2022
Q3 		$15K Sell
364
-20
-5% -$885 0.01% 222
2022
Q2 		$17K Hold
384
– – 0.01% 223
2022
Q1 		$18K Buy
+384
New +$18.6K 0.01% 232

Other funds holding DFIP

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CWM
Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

Baldrige Asset Management held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q1 2023 at 364 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #232.

Baldrige Asset Management first reported a position in DFIP in Q1 2022 and has held it in 5 quarters since. The position peaked at $18K in Q1 2022. 73 funds tracked by Wall St. Rank hold DFIP as of Q1 2023.

  • Baldrige Asset Management held 364 shares of Dimensional Inflation-Protected Securities ETF worth $16K as of Q1 2023.
  • Baldrige Asset Management left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q1 2023.
  • Dimensional Inflation-Protected Securities ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #232 holding.
  • Baldrige Asset Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2022 and has held it in 5 quarters since.
  • Baldrige Asset Management's Dimensional Inflation-Protected Securities ETF position peaked at $18K in Q1 2022.
  • 73 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2023.

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