Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 349,554 shares of DFAT stock, worth $19.5 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares
349,554
Previous 13,940 2407.56%
Holding current value
$19.5 Million
Previous $752,000 2605.72%
% of portfolio
4.75%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$53.36 - $59.69 $17.9 Million - $20 Million
335,614 Added 2407.56%
349,554 $20.3 Million
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
787
Shares Held
171M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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