Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$50.79 - $56.98 $609 - $683	12 Added 0.21%	5,630 $320,000
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $1,112 - $1,300	25 Added 0.45%	5,618 $291,000
Q3 2023 Oct 10, 2023	BUY	$46.29 - $49.87 $2,175 - $2,343	47 Added 0.85%	5,593 $260,000
Q2 2023 Jul 20, 2023	BUY	$43.77 - $48.16 $831 - $915	19 Added 0.34%	5,546 $267,000
Q1 2023 Apr 12, 2023	BUY	$41.24 - $45.43 $701 - $772	17 Added 0.31%	5,527 $245,000
Q4 2022 Jan 26, 2023	BUY	$38.86 - $44.32 $971 - $1,108	25 Added 0.46%	5,510 $0
Q3 2022 Oct 20, 2022	BUY	$38.82 - $46.57 $854 - $1,024	22 Added 0.4%	5,485 $213,000
Q2 2022 Jul 28, 2022	BUY	$39.62 - $49.51 $792 - $990	20 Added 0.37%	5,463 $223,000
Q1 2022 Apr 27, 2022	BUY	$45.16 - $52.01 $541 - $624	12 Added 0.22%	5,443 $267,000
Q4 2021 Feb 08, 2022	BUY	$47.05 - $51.98 $1,035 - $1,143	22 Added 0.41%	5,431 $281,000
Q3 2021 Nov 02, 2021	BUY	$46.48 - $49.7 $697 - $745	15 Added 0.28%	5,409 $255,000
Q2 2021 Jul 30, 2021	BUY	$45.75 - $47.12 $246,775 - $254,165	5,394 New	5,394 $254,000

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.