Baker Tilly Wealth Management, LLC Dimensional ETF Tr Transaction History
Baker Tilly Wealth Management, LLC
- $377 Million
- Q4 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 33,204 shares of DFAX stock, worth $1.06 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
33,204
Previous 64,383
48.43%
Holding current value
$1.06 Million
Previous $2.02 Million
47.43%
% of portfolio
0.28%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
667Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio