BAM
Baldrige Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $573K | Buy |
12,285
+159
| +1% | +$7.42K | 0.24% | 65 |
|
|
2022
Q4 | $559K | Sell |
12,126
-653
| -5% | -$30.1K | 0.25% | 63 |
|
|
2022
Q3 | $588K | Buy |
12,779
+5,314
| +71% | +$245K | 0.28% | 64 |
|
|
2022
Q2 | $350K | Buy |
7,465
+6,391
| +595% | +$300K | 0.16% | 86 |
|
|
2022
Q1 | $51K | Buy |
+1,074
| New | +$51K | 0.02% | 176 |
|