Baker Tilly Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 19,113 shares of DFSV stock, worth $600,148. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,113
Previous 38,192 49.96%
Holding current value
$600,148
Previous $1.22 Million 50.66%
% of portfolio
0.16%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$30.55 - $32.35 $582,863 - $617,205
-19,079 Reduced 49.96%
19,113 $600,000
Q3 2025

Oct 09, 2025
BUY
$29.2 - $32.74 $1.12 Million - $1.25 Million
38,192 New
38,192 $1.22 Million

Others Institutions Holding DFSV

# of Institutions
495
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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