Baker Tilly Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 16,299 shares of DFAX stock, worth $423,122. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,299Holding current value
$423,122% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
572Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
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Envestnet Asset Management Inc8.34MShares$216 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
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Geometric Wealth Advisors7.56MShares$196 Million35.57% of portfolio
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Commonwealth Equity Services, LLC6.03MShares$156 Million0.22% of portfolio