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

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,940 shares of DFAT stock, worth $808,520. This represents 0.31% of its overall portfolio holdings.

Number of Shares

13,940

Previous 13,940 -0.0%

Holding current value

$808,520

Previous $775,000 -0.0%

% of portfolio

0.31%

Previous 0.35%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$49.45 - $54.43 $27,395 - $30,154	-554 Reduced 3.82%	13,940 $758,000
Q4 2023 Jan 10, 2024	SELL	$42.71 - $53.09 $218,248 - $271,289	-5,110 Reduced 26.07%	14,494 $758,000
Q3 2023 Oct 10, 2023	SELL	$45.07 - $49.71 $57,599 - $63,529	-1,278 Reduced 6.12%	19,604 $895,000
Q2 2023 Jul 20, 2023	SELL	$41.44 - $46.39 $2,196 - $2,458	-53 Reduced 0.25%	20,882 $968,000
Q1 2023 Apr 12, 2023	SELL	$42.38 - $49.75 $33,183 - $38,954	-783 Reduced 3.61%	20,935 $931,000
Q1 2022 Apr 27, 2022	SELL	$44.35 - $48.64 $46,656 - $51,169	-1,052 Reduced 4.62%	21,718 $1.01 Million
Q4 2021 Feb 08, 2022	SELL	$44.48 - $49.36 $8,406 - $9,329	-189 Reduced 0.82%	22,770 $1.08 Million
Q3 2021 Nov 02, 2021	SELL	$41.66 - $45.84 $82,695 - $90,992	-1,985 Reduced 7.96%	22,959 $1.02 Million
Q2 2021 Jul 30, 2021	BUY	$43.52 - $46.03 $1.09 Million - $1.15 Million	24,944 New	24,944 $1.12 Million

Others Institutions Holding DFAT

# of Institutions

682

Shares Held

159M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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