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

Baker Tilly Wealth Management, LLC

$542 Million
Q1 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 28,688 shares of DFUV stock, worth $1.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,688

Previous 30,862 7.04%

Holding current value

$1.12 Million

Previous $1.15 Million 2.18%

% of portfolio

0.22%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $6,369 - $6,824	193 Added 0.47%	41,338 $0
Q3 2022 Oct 20, 2022	SELL	$30.15 - $34.78 $16,130 - $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

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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.

Account

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