Baker Tilly Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 23,717 shares of DFUV stock, worth $975,954. This represents 0.45% of its overall portfolio holdings.

Number of Shares

23,717

Previous 23,717 -0.0%

Holding current value

$975,954

Previous $931,000 6.12%

% of portfolio

0.45%

Previous 0.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$38.53 - $40.76 $191,532 - $202,617	-4,971 Reduced 17.33%	23,717 $931,000
Q1 2024 May 09, 2024	SELL	$36.22 - $40.9 $78,742 - $88,916	-2,174 Reduced 7.04%	28,688 $1.17 Million
Q4 2023 Jan 10, 2024	SELL	$31.85 - $37.39 $283,687 - $333,032	-8,907 Reduced 22.4%	30,862 $1.15 Million
Q3 2023 Oct 10, 2023	SELL	$33.83 - $36.19 $32,037 - $34,271	-947 Reduced 2.33%	39,769 $1.35 Million
Q2 2023 Jul 20, 2023	SELL	$32.32 - $34.5 $20,814 - $22,218	-644 Reduced 1.56%	40,716 $1.4 Million
Q1 2023 Apr 12, 2023	BUY	$31.9 - $35.83 $701 - $788	22 Added 0.05%	41,360 $1.38 Million
Q4 2022 Jan 26, 2023	BUY	$30.23 - $35.36 $5,834 - $6,824	193 Added 0.47%	41,338 $0
Q3 2022 Oct 20, 2022	SELL	$29.6 - $34.78 $15,836 - $18,607	-535 Reduced 1.28%	41,145 $1.22 Million
Q2 2022 Jul 28, 2022	BUY	$30.92 - $35.31 $1.29 Million - $1.47 Million	41,680 New	41,680 $1.32 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Baker Tilly Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History