Baldrige Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.43M	Buy	44,377 +1,227	+3%	+$39.6K	0.59%	41
2022 Q4	$1.31M	Sell	43,150 -474	-1%	-$13.8K	0.58%	42
2022 Q3	$1.12M	Buy	43,624 +368	+0.9%	+$10.5K	0.54%	46
2022 Q2	$1.25M	Sell	43,256 -1,889	-4%	-$60.2K	0.57%	45
2022 Q1	$1.51M	Sell	45,145 -117	-0.3%	-$3.95K	0.62%	39
2021 Q4	$1.49M	Sell	45,262 -577	-1%	-$19.2K	0.58%	43
2021 Q3	$1.5M	Buy	+45,839	New	+$1.51M	0.63%	41

Other funds holding DFIV

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

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

Baldrige Asset Management increased its Dimensional International Value ETF (DFIV) stake by 2.8% in Q1 2023, buying an estimated $39.6K and bringing the position to 44,377 shares worth $1.43M. The position accounts for 0.59% of the portfolio, ranked #41.

Baldrige Asset Management first reported a position in DFIV in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2022. 389 funds tracked by Wall St. Rank hold DFIV as of Q1 2023.

Baldrige Asset Management held 44,377 shares of Dimensional International Value ETF worth $1.43M as of Q1 2023.
Baldrige Asset Management bought 1,227 Dimensional International Value ETF shares in Q1 2023, an estimated $39.6K.
Dimensional International Value ETF made up 0.59% of Baldrige Asset Management's portfolio in Q1 2023, its #41 holding.
Baldrige Asset Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 7 quarters since.
Baldrige Asset Management's Dimensional International Value ETF position peaked at $1.51M in Q1 2022.
389 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2023.

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