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 $13.8 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
310,665
Previous 23,717
1209.88%
Holding current value
$13.8 Million
Previous $1 Million
1285.53%
% of portfolio
3.24%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
756Shares Held
278MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.6 Billion3.16% of portfolio
-
Savant Capital, LLC16.4MShares$725 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$640 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$366 Million0.51% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$339 Million14.27% of portfolio