Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History

Baker Tilly Wealth Management, LLC

$273 Million
Q2 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 21,851 shares of DFIV stock, worth $945,492. This represents 0.34% of its overall portfolio holdings.

Number of Shares

21,851

Previous 21,851 -0.0%

Holding current value

$945,492

Previous $866,000 7.97%

% of portfolio

0.34%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$33.15 - $36.75 $35,901 - $39,800	-1,083 Reduced 4.72%	21,851 $803,000
Q4 2023 Jan 10, 2024	SELL	$30.86 - $34.46 $2,283 - $2,550	-74 Reduced 0.32%	22,934 $788,000
Q3 2023 Oct 10, 2023	SELL	$32.1 - $34.42 $58,999 - $63,263	-1,838 Reduced 7.4%	23,008 $750,000
Q2 2023 Jul 20, 2023	SELL	$31.45 - $33.77 $5,409 - $5,808	-172 Reduced 0.69%	24,846 $816,000
Q1 2023 Apr 12, 2023	SELL	$30.43 - $33.38 $21,666 - $23,766	-712 Reduced 2.77%	25,018 $806,000
Q4 2022 Jan 26, 2023	SELL	$25.88 - $31.1 $101,113 - $121,507	-3,907 Reduced 13.18%	25,730 $0
Q3 2022 Oct 20, 2022	SELL	$25.71 - $30.57 $19,719 - $23,447	-767 Reduced 2.52%	29,637 $763,000
Q2 2022 Jul 28, 2022	BUY	$28.66 - $33.84 $23,501 - $27,748	820 Added 2.77%	30,404 $878,000
Q1 2022 Apr 27, 2022	SELL	$30.75 - $35.49 $8,948 - $10,327	-291 Reduced 0.97%	29,584 $990,000
Q4 2021 Feb 08, 2022	BUY	$31.61 - $34.21 $10,399 - $11,255	329 Added 1.11%	29,875 $980,000
Q3 2021 Nov 02, 2021	BUY	$32.25 - $33.65 $952,858 - $994,222	29,546 New	29,546 $967,000

Others Institutions Holding DFIV

# of Institutions

694

Shares Held

227M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History