Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History
Baker Tilly Wealth Management, LLC
- $220 Million
- Q3 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 21,851 shares of DFIV stock, worth $780,080. This represents 0.38% of its overall portfolio holdings.
Number of Shares
21,851
Previous 21,851
-0.0%
Holding current value
$780,080
Previous $785,000
5.99%
% of portfolio
0.38%
Previous 0.33%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
559Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$692 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$676 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$399 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$277 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$241 Million0.04% of portfolio