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Baldrige Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Baldrige Asset Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$414K Hold
12,355
– – 0.17% 73
2022
Q4 		$414K Hold
12,355
– – 0.18% 72
2022
Q3 		$366K Hold
12,355
– – 0.17% 78
2022
Q2 		$390K Buy
+12,355
New +$411K 0.18% 77

Other funds holding DFUV

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Baldrige Asset Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q1 2023 at 12,355 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #73.

Baldrige Asset Management first reported a position in DFUV in Q2 2022 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold DFUV as of Q1 2023.

  • Baldrige Asset Management held 12,355 shares of Dimensional US Marketwide Value ETF worth $414K as of Q1 2023.
  • Baldrige Asset Management left its Dimensional US Marketwide Value ETF share count unchanged in Q1 2023.
  • Dimensional US Marketwide Value ETF made up 0.17% of Baldrige Asset Management's portfolio in Q1 2023, its #73 holding.
  • Baldrige Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2023.

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