Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 66,946 shares of DFUS stock, worth $4.88 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

66,946

Previous 130,666 48.77%

Holding current value

$4.88 Million

Previous $9.47 Million 48.43%

% of portfolio

1.3%

Previous 2.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$71.0 - $74.64 $4.52 Million - $4.76 Million	-63,720 Reduced 48.77%	66,946 $4.88 Million
Q3 2025 Oct 09, 2025	BUY	$67.01 - $72.84 $8.76 Million - $9.52 Million	130,666 New	130,666 $9.47 Million
Q1 2024 May 09, 2024	BUY	$50.79 - $56.98 $609 - $683	12 Added 0.21%	5,630 $320,000
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $1,112 - $1,300	25 Added 0.45%	5,618 $291,000
Q3 2023 Oct 10, 2023	BUY	$46.29 - $49.87 $2,175 - $2,343	47 Added 0.85%	5,593 $260,000

Q2 2023 Jul 20, 2023	BUY	$43.77 - $48.16 $831 - $915	19 Added 0.34%	5,546 $267,000
Q1 2023 Apr 12, 2023	BUY	$41.24 - $45.43 $701 - $772	17 Added 0.31%	5,527 $245,000
Q4 2022 Jan 26, 2023	BUY	$38.86 - $44.32 $971 - $1,108	25 Added 0.46%	5,510 $0
Q3 2022 Oct 20, 2022	BUY	$38.82 - $46.57 $854 - $1,024	22 Added 0.4%	5,485 $213,000
Q2 2022 Jul 28, 2022	BUY	$39.62 - $49.51 $792 - $990	20 Added 0.37%	5,463 $223,000
Q1 2022 Apr 27, 2022	BUY	$45.16 - $52.01 $541 - $624	12 Added 0.22%	5,443 $267,000
Q4 2021 Feb 08, 2022	BUY	$47.05 - $51.98 $1,035 - $1,143	22 Added 0.41%	5,431 $281,000
Q3 2021 Nov 02, 2021	BUY	$46.48 - $49.7 $697 - $745	15 Added 0.28%	5,409 $255,000
Q2 2021 Jul 30, 2021	BUY	$45.75 - $47.12 $246,775 - $254,165	5,394 New	5,394 $254,000

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Baker Tilly Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History