Baker Tilly Wealth Management, LLC Purchases in Q3 2025

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
336K
+ 2407.56%
$53.36 - $59.69 $17.9M - $20M
350K $20.3M
DFIV
Dimensional ETF Tr

ETFs
296K
+ 1353.42%
$42.66 - $46.53 $12.6M - $13.8M
318K $14.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
338K
+ 1458.22%
$36.04 - $38.78 $12.2M - $13.1M
361K $13.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
287K
+ 1209.88%
$41.91 - $44.87 $12M - $12.9M
311K $13.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
131K
New
$67.01 - $72.84 $8.76M - $9.52M
131K $9.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
115K
New
$58.97 - $60.36 $6.76M - $6.92M
115K $6.88M
ITOT
Ishares Core S&P Total U.S. St

ETFs
40K
+ 275.59%
$135.0 - $146.02 $5.4M - $5.84M
54.5K $7.94M
AVDV
American Centy ETF Tr Avantis

ETFs
59.8K
New
$79.24 - $89.03 $4.74M - $5.33M
59.8K $5.33M
DFAS
Dimensional ETF Tr U S Small C

ETFs
73.6K
New
$63.41 - $69.69 $4.67M - $5.13M
73.6K $5.04M
VBR
Vanguard Small Cap Value ETF

ETFs
19K
New
$195.41 - $212.37 $3.72M - $4.04M
19K $3.97M
DFAE
Dimensional ETF Tr

ETFs
118K
New
$28.84 - $31.84 $3.42M - $3.77M
118K $3.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
38.7K
New
$74.68 - $80.26 $2.89M - $3.11M
38.7K $3.11M
PVAL
Putnam ETF Tr Putnam Focused L
49.7K
+ 14.87%
$39.93 - $42.72 $1.98M - $2.12M
384K $16.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
576
+ 1.14%
$567.77 - $614.76 $327K - $354K
51K $31.2M
DFSD
Dimensional ETF Tr Short Durat

ETFs
52.5K
New
$47.86 - $48.43 $2.51M - $2.54M
52.5K $2.53M
NVDA
Nvidia Corp

Technology
3.04K
+ 4.87%
$153.3 - $186.58 $466K - $567K
65.4K $12.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
42.6K
New
$49.78 - $50.75 $2.12M - $2.16M
42.6K $2.16M
DFAX
Dimensional ETF Tr
64.4K
New
$29.25 - $31.56 $1.88M - $2.03M
64.4K $2.02M
GLDM
World Gold Trust

ETFs
11.6K
+ 14.46%
$64.73 - $76.45 $748K - $884K
91.5K $6.99M
GOOGL
Alphabet Inc.

Communication Services
206
+ 0.84%
$174.36 - $254.72 $35.9K - $52.5K
24.8K $6.03M
AAPL
Apple Inc.

Technology
1.63K
+ 6.7%
$202.38 - $256.87 $329K - $418K
25.9K $6.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17K
+ 33.05%
$54.35 - $59.32 $926K - $1.01M
68.6K $4.06M
IEMG
Ishares Inc

ETFs
23K
New
N/A
23K $1.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
38.2K
New
$29.2 - $32.74 $1.12M - $1.25M
38.2K $1.22M
DFAU
Dimensional ETF Tr

ETFs
24.4K
New
$42.42 - $45.96 $1.04M - $1.12M
24.4K $1.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.5K
New
$48.5 - $50.19 $1.04M - $1.08M
21.5K $1.08M
PLTR
Palantir Technologies Inc.

Technology
172
+ 0.78%
$130.68 - $186.97 $22.5K - $32.2K
22.3K $4.06M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.9K
+ 14.18%
$49.09 - $50.58 $684K - $705K
112K $5.66M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.65K
New
$94.17 - $99.95 $720K - $764K
7.65K $764K
DFAI
Dimensional ETF Tr

ETFs
20.4K
New
$34.05 - $36.55 $694K - $745K
20.4K $741K
MSFT
Microsoft Corp

Technology
601
+ 3.26%
$491.09 - $535.64 $295K - $322K
19K $9.85M
AVGO
Broadcom Inc.

Technology
802
+ 10.49%
$264.74 - $369.57 $212K - $296K
8.45K $2.79M
AXP
American Express CO

Financial Services
1.91K
+ 234.03%
$294.27 - $342.31 $563K - $654K
2.73K $906K
VNQ
Vanguard Specialized Funds Van

ETFs
6.91K
New
$88.47 - $93.24 $611K - $644K
6.91K $631K
VTV
Vanguard Value ETF

ETFs
3.05K
+ 114.85%
$175.51 - $186.57 $535K - $569K
5.7K $1.06M
VZ
Verizon Communications Inc

Communication Services
12.8K
+ 79.04%
$40.84 - $45.06 $521K - $575K
28.9K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.76K
New
$196.15 - $217.83 $541K - $601K
2.76K $555K
VUG
Vanguard Growth ETF

ETFs
1K
+ 72.57%
$433.97 - $484.08 $434K - $484K
2.38K $1.14M
VNQI
Vanguard Global Ex U.S. Real

ETFs
10.8K
New
$45.22 - $48.34 $487K - $521K
10.8K $514K
IWF
Ishares Russell 1000 Gr ETF

ETFs
592
+ 11.76%
$420.11 - $472.68 $249K - $280K
5.63K $2.63M
JNJ
Johnson & Johnson

Healthcare
1.38K
+ 17.6%
$155.17 - $185.42 $214K - $255K
9.2K $1.71M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.5K
New
$29.55 - $32.52 $457K - $502K
15.5K $495K
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 15.91%
$279.83 - $293.74 $349K - $366K
9.09K $2.67M
IBM
International Business Machines Corp

Technology
1.34K
+ 98.31%
$234.77 - $292.47 $314K - $391K
2.7K $760K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.26K
New
$138.59 - $171.12 $313K - $386K
2.26K $317K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.32K
New
$131.78 - $176.09 $305K - $408K
2.32K $312K
LUV
Southwest Airlines CO

Industrials
9.39K
New
$29.06 - $37.7 $273K - $354K
9.39K $299K
UNP
Union Pacific Corp

Industrials
1.16K
+ 34.01%
$214.91 - $237.16 $249K - $275K
4.57K $1.08M
CDW
Cdw Corp

Technology
1.85K
New
$156.97 - $182.84 $290K - $338K
1.85K $294K
Activity Summary
Buys All Purchases 177 New Holdings 47 Increased Positions 130 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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