Baker Tilly Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 317,587 shares of DFIV stock, worth $14.6 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
317,587
Previous 21,851 1353.42%
Holding current value
$14.6 Million
Previous $935,000 1466.52%
% of portfolio
3.42%
Previous 0.34%

Shares

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

Oct 09, 2025
BUY
$42.66 - $46.53 $12.6 Million - $13.8 Million
295,736 Added 1353.42%
317,587 $14.6 Million
Q1 2024

May 09, 2024
SELL
$33.15 - $36.75 $35,901 - $39,800
-1,083 Reduced 4.72%
21,851 $803,000
Q4 2023

Jan 10, 2024
SELL
$30.86 - $34.46 $2,283 - $2,550
-74 Reduced 0.32%
22,934 $788,000
Q3 2023

Oct 10, 2023
SELL
$32.1 - $34.42 $58,999 - $63,263
-1,838 Reduced 7.4%
23,008 $750,000
Q2 2023

Jul 20, 2023
SELL
$31.45 - $33.77 $5,409 - $5,808
-172 Reduced 0.69%
24,846 $816,000
Q1 2023

Apr 12, 2023
SELL
$30.43 - $33.38 $21,666 - $23,766
-712 Reduced 2.77%
25,018 $806,000
Q4 2022

Jan 26, 2023
SELL
$25.88 - $31.1 $101,113 - $121,507
-3,907 Reduced 13.18%
25,730 $0
Q3 2022

Oct 20, 2022
SELL
$25.71 - $30.57 $19,719 - $23,447
-767 Reduced 2.52%
29,637 $763,000
Q2 2022

Jul 28, 2022
BUY
$28.66 - $33.84 $23,501 - $27,748
820 Added 2.77%
30,404 $878,000
Q1 2022

Apr 27, 2022
SELL
$30.75 - $35.49 $8,948 - $10,327
-291 Reduced 0.97%
29,584 $990,000
Q4 2021

Feb 08, 2022
BUY
$31.61 - $34.21 $10,399 - $11,255
329 Added 1.11%
29,875 $980,000
Q3 2021

Nov 02, 2021
BUY
$32.25 - $33.65 $952,858 - $994,222
29,546 New
29,546 $967,000

Others Institutions Holding DFIV

# of Institutions
758
Shares Held
266M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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