Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Baker Tilly Wealth Management, LLC
- $249 Million
- Q1 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 23,119 shares of DFAC stock, worth $741,888. This represents 0.3% of its overall portfolio holdings.
Number of Shares
23,119
Previous 24,364
5.11%
Holding current value
$741,888
Previous $842,000
9.98%
% of portfolio
0.3%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.84 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.49 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.21 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$583 Million0.26% of portfolio