BAM
DFSI

Baldrige Asset Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Baldrige Asset Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$220K Buy
7,318
+3,865
+112% +$114K 0.09% 110
2022
Q4 		$96K Buy
+3,453
New +$94.9K 0.04% 141

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 112% in Q1 2023, buying an estimated $114K and bringing the position to 7,318 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #110.

Baldrige Asset Management first reported a position in DFSI in Q4 2022 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold DFSI as of Q1 2023.

  • Baldrige Asset Management held 7,318 shares of Dimensional International Sustainability Core 1 ETF worth $220K as of Q1 2023.
  • Baldrige Asset Management bought 3,865 Dimensional International Sustainability Core 1 ETF shares in Q1 2023, an estimated $114K.
  • Dimensional International Sustainability Core 1 ETF made up 0.09% of Baldrige Asset Management's portfolio in Q1 2023, its #110 holding.
  • Baldrige Asset Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2023.

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