Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 162,156 shares of DFAC stock, worth $6.26 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
162,156
Previous 361,319
55.12%
Holding current value
$6.26 Million
Previous $13.9 Million
55.05%
% of portfolio
1.66%
Previous 3.25%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
811MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio