Baker Tilly Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Baker Tilly Wealth Management, LLC
- $429 Million
- Q3 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 52,538 shares of DFSD stock, worth $2.54 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
52,538Holding current value
$2.54 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
370Shares Held
76.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
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Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
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Apella Capital, LLC3.4MShares$164 Million4.64% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio