BAM
DFSD

Baldrige Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Baldrige Asset Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$573K Buy
12,285
+159
+1% +$7.39K 0.24% 65
2022
Q4 		$559K Sell
12,126
-653
-5% -$30K 0.25% 63
2022
Q3 		$588K Buy
12,779
+5,314
+71% +$249K 0.28% 64
2022
Q2 		$350K Buy
7,465
+6,391
+595% +$302K 0.16% 86
2022
Q1 		$51K Buy
+1,074
New +$52.5K 0.02% 176

Other funds holding DFSD

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TFA
Triad Financial Advisors Greensboro, North Carolina $284M AUM 14.95% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.3% in Q1 2023, buying an estimated $7.39K and bringing the position to 12,285 shares worth $573K. The position accounts for 0.24% of the portfolio, ranked #65.

Baldrige Asset Management first reported a position in DFSD in Q1 2022 and has held it in 5 quarters since. The position peaked at $588K in Q3 2022. 153 funds tracked by Wall St. Rank hold DFSD as of Q1 2023.

  • Baldrige Asset Management held 12,285 shares of Dimensional Short-Duration Fixed Income ETF worth $573K as of Q1 2023.
  • Baldrige Asset Management bought 159 Dimensional Short-Duration Fixed Income ETF shares in Q1 2023, an estimated $7.39K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.24% of Baldrige Asset Management's portfolio in Q1 2023, its #65 holding.
  • Baldrige Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 5 quarters since.
  • Baldrige Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $588K in Q3 2022.
  • 153 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2023.

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