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Baldrige Asset Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Baldrige Asset Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$355K Buy
14,460
+12,620
+686% +$317K 0.15% 82
2022
Q4 		$45K Buy
+1,840
New +$45.1K 0.02% 179

Other funds holding DFLV

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $81.8M AUM 13.5% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 686% in Q1 2023, buying an estimated $317K and bringing the position to 14,460 shares worth $355K. The position accounts for 0.15% of the portfolio, ranked #82.

Baldrige Asset Management first reported a position in DFLV in Q4 2022 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold DFLV as of Q1 2023.

  • Baldrige Asset Management held 14,460 shares of Dimensional US Large Cap Value ETF worth $355K as of Q1 2023.
  • Baldrige Asset Management bought 12,620 Dimensional US Large Cap Value ETF shares in Q1 2023, an estimated $317K.
  • Dimensional US Large Cap Value ETF made up 0.15% of Baldrige Asset Management's portfolio in Q1 2023, its #82 holding.
  • Baldrige Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q1 2023.

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