03/30 11:40 AM defenseworld.net

Dimensional US Marketwide Value ETF $DFUV Shares Sold by Embree Financial Group

#Embree Financial Group #Dimensional US Marketwide Value ETF #DFUV #share sale #Baker Tilly Wealth Management #ETF holdings

03/23 10:38 AM defenseworld.net

Baker Tilly Wealth Management LLC Has $503,000 Stock Position in Merck & Co., Inc. $MRK

#Merck #Baker Tilly #Darwin Wealth #hedge fund #stock holdings #SEC filing

03/23 10:06 AM defenseworld.net

Baker Tilly Wealth Management LLC Has $629,000 Stock Position in Dimensional US Small Cap Value ETF $DFSV

#Baker Tilly #Dimensional US Small Cap Value ETF #13F filing #hedge fund #position change #DecisionPoint Financial

03/23 09:56 AM defenseworld.net

iShares Russell 1000 Growth ETF $IWF Shares Acquired by Baker Tilly Wealth Management LLC

#iShares Russell 1000 Growth #IWF #Baker Tilly Wealth Management #ETF holdings #institutional investor #SEC filing

03/23 09:48 AM defenseworld.net

Asempa Wealth Advisors Invests $1.01 Million in iShares MSCI EAFE Growth ETF $EFG

#Asempa Wealth Advisors #iShares MSCI EAFE Growth ETF #13F filing #institutional investors #ETF trading #Fulton Bank

03/23 09:35 AM defenseworld.net

Baker Tilly Wealth Management LLC Invests $842,000 in Eaton Vance Total Return Bond ETF $EVTR

#Baker Tilly #Eaton Vance #EVTR #Envestnet #Stage Harbor #institutional investors

03/23 09:35 AM defenseworld.net

Baker Tilly Wealth Management LLC Acquires Shares of 15,193 iShares Bitcoin Trust ETF $IBIT

#Baker Tilly #iShares Bitcoin Trust ETF #SEC filing #institutional investor #hedge funds #Bitcoin ETF

03/23 09:25 AM defenseworld.net

Dimensional Short-Duration Fixed Income ETF $DFSD Shares Sold by Baker Tilly Wealth Management LLC

#Baker Tilly #Dimensional Short‑Duration Fixed Income ETF #DFSD #institutional investor #stake reduction #share sale

03/23 09:25 AM defenseworld.net

Baker Tilly Wealth Management LLC Trims Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

#Baker Tilly #Vanguard VTIP #ETF #inflation‑protected #institutional trading #JPMorgan

03/23 09:25 AM defenseworld.net

Baker Tilly Wealth Management LLC Trims Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

#Baker Tilly #Vanguard VTIP #ETF #inflation‑protected #institutional trading #JPMorgan