BAM
DFSU

Baldrige Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Baldrige Asset Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$565K Buy
21,243
+5,380
+34% +$141K 0.23% 66
2022
Q4 		$395K Buy
+15,863
New +$403K 0.18% 78

Other funds holding DFSU

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
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
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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 34% in Q1 2023, buying an estimated $141K and bringing the position to 21,243 shares worth $565K. The position accounts for 0.23% of the portfolio, ranked #66.

Baldrige Asset Management first reported a position in DFSU in Q4 2022 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold DFSU as of Q1 2023.

  • Baldrige Asset Management held 21,243 shares of Dimensional US Sustainability Core 1 ETF worth $565K as of Q1 2023.
  • Baldrige Asset Management bought 5,380 Dimensional US Sustainability Core 1 ETF shares in Q1 2023, an estimated $141K.
  • Dimensional US Sustainability Core 1 ETF made up 0.23% of Baldrige Asset Management's portfolio in Q1 2023, its #66 holding.
  • Baldrige Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2023.

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