Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 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 $876,662. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,851
Previous 21,851 -0.0%
Holding current value
$876,662
Previous $775,000 11.74%
% of portfolio
0.35%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
655
Shares Held
214M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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