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 $417,417. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,299Holding current value
$417,417% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio