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Baldrige Asset Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Baldrige Asset Management’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$528K Buy
10,192
+7,657
+302% +$393K 0.22% 67
2022
Q4 		$127K Buy
+2,535
New +$129K 0.06% 127

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $348M AUM 17.07% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 302% in Q1 2023, buying an estimated $393K and bringing the position to 10,192 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #67.

Baldrige Asset Management first reported a position in DFSB in Q4 2022 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold DFSB as of Q1 2023.

  • Baldrige Asset Management held 10,192 shares of Dimensional Global Sustainability Fixed Income ETF worth $528K as of Q1 2023.
  • Baldrige Asset Management bought 7,657 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2023, an estimated $393K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.22% of Baldrige Asset Management's portfolio in Q1 2023, its #67 holding.
  • Baldrige Asset Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2023.

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