Baker Tilly Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 64,383 shares of DFAX stock, worth $1.98 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
64,383Holding current value
$1.98 Million% of portfolio
0.47%Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
655Shares Held
254MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$345 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$246 Million0.08% of portfolio
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Envestnet Asset Management Inc7.62MShares$234 Million0.07% of portfolio
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Geometric Wealth Advisors7MShares$215 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$193 Million0.92% of portfolio