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

643

Shares Held

133M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR U S EQUITY

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