BAM
DFSV

Baldrige Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Baldrige Asset Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$36K Buy
1,429
+526
+58% +$13.8K 0.01% 191
2022
Q4 		$22K Buy
903
+458
+103% +$11.3K 0.01% 209
2022
Q3 		$10K Hold
445
– – ﹤0.01% 246
2022
Q2 		$10K Buy
+445
New +$10.9K ﹤0.01% 251

Other funds holding DFSV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

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

Baldrige Asset Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 58% in Q1 2023, buying an estimated $13.8K and bringing the position to 1,429 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #191.

Baldrige Asset Management first reported a position in DFSV in Q2 2022 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold DFSV as of Q1 2023.

  • Baldrige Asset Management held 1,429 shares of Dimensional US Small Cap Value ETF worth $36K as of Q1 2023.
  • Baldrige Asset Management bought 526 Dimensional US Small Cap Value ETF shares in Q1 2023, an estimated $13.8K.
  • Dimensional US Small Cap Value ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #191 holding.
  • Baldrige Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2022 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q1 2023.

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