Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 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 361,319 shares of DFAC stock, worth $13.8 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

361,319

Previous 23,188 1458.22%

Holding current value

$13.8 Million

Previous $831,000 1577.02%

% of portfolio

3.25%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$36.04 - $38.78 $12.2 Million - $13.1 Million	338,131 Added 1458.22%	361,319 $13.9 Million
Q2 2025 Jul 10, 2025	BUY	$29.12 - $35.84 $2,009 - $2,472	69 Added 0.3%	23,188 $831,000
Q1 2025 Apr 09, 2025	SELL	$32.42 - $36.13 $40,362 - $44,981	-1,245 Reduced 5.11%	23,119 $758,000
Q4 2024 Jan 10, 2025	BUY	$33.92 - $36.6 $826,426 - $891,722	24,364 New	24,364 $842,000

Others Institutions Holding DFAC

# of Institutions

1,140

Shares Held

836M

Call Options Held

36.6K

Put Options Held

7.1K

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History