BAM
DFSE

Baldrige Asset Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Baldrige Asset Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$333K Buy
11,125
+1,205
+12% +$35.7K 0.14% 89
2022
Q4 		$280K Buy
+9,920
New +$277K 0.12% 93

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 12% in Q1 2023, buying an estimated $35.7K and bringing the position to 11,125 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #89.

Baldrige Asset Management first reported a position in DFSE in Q4 2022 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold DFSE as of Q1 2023.

  • Baldrige Asset Management held 11,125 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $333K as of Q1 2023.
  • Baldrige Asset Management bought 1,205 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2023, an estimated $35.7K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.14% of Baldrige Asset Management's portfolio in Q1 2023, its #89 holding.
  • Baldrige Asset Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2023.

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