Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 130,666 shares of DFUS stock, worth $9.28 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
130,666
Holding current value
$9.28 Million
% of portfolio
2.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$67.01 - $72.84 $8.76 Million - $9.52 Million
130,666 New
130,666 $9.47 Million
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
807
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email