Baker Tilly Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 310,665 shares of DFUV stock, worth $13.5 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
310,665
Previous 23,717 1209.88%
Holding current value
$13.5 Million
Previous $1 Million 1285.53%
% of portfolio
3.24%
Previous 0.37%

Shares

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

Oct 09, 2025
BUY
$41.91 - $44.87 $12 Million - $12.9 Million
286,948 Added 1209.88%
310,665 $13.9 Million
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
749
Shares Held
278M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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