Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History

Baker Tilly Wealth Management, LLC

$377 Million
Q4 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 168,889 shares of DFIV stock, worth $8.09 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

168,889

Previous 317,587 46.82%

Holding current value

$8.09 Million

Previous $14.6 Million 44.76%

% of portfolio

2.15%

Previous 3.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$45.13 - $48.25 $6.71 Million - $7.17 Million	-148,698 Reduced 46.82%	168,889 $8.09 Million
Q3 2025 Oct 09, 2025	BUY	$42.66 - $46.53 $12.6 Million - $13.8 Million	295,736 Added 1353.42%	317,587 $14.6 Million
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

793

Shares Held

258M

Call Options Held

Put Options Held

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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