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 12,464 shares of DFAI stock, worth $462,289. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,464
Previous 20,390 38.87%
Holding current value
$462,289
Previous $741,000 37.65%
% of portfolio
0.12%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$35.82 - $37.52 $283,909 - $297,383
-7,926 Reduced 38.87%
12,464 $462,000
Q3 2025

Oct 09, 2025
BUY
$34.05 - $36.55 $694,279 - $745,254
20,390 New
20,390 $741,000

Others Institutions Holding DFAI

# of Institutions
713
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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