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Baker Tilly Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Sell
142,565
-12,402
-8% -$531K 1.34% 18
2026
Q1 		$6.02M Sell
154,967
-7,189
-4% -$290K 1.46% 17
2025
Q4 		$6.42M Sell
162,156
-199,163
-55% -$7.77M 1.58% 17
2025
Q3 		$15M Buy
361,319
+338,131
+1,458% +$12.6M 3.39% 4
2025
Q2 		$831K Buy
23,188
+69
+0.3% +$2.3K 0.3% 75
2025
Q1 		$763K Sell
23,119
-1,245
-5% -$43.2K 0.3% 88
2024
Q4 		$843K Buy
+24,364
New +$858K 0.33% 70

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Baker Tilly Wealth Management's DFAC Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8% in Q2 2026, selling an estimated $531K and leaving 142,565 shares worth $6.32M. The position accounts for 1.34% of the portfolio, ranked #18.

Baker Tilly Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $15M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Baker Tilly Wealth Management held 142,565 shares of Dimensional US Core Equity 2 ETF worth $6.32M as of Q2 2026.
  • Baker Tilly Wealth Management sold 12,402 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $531K.
  • Dimensional US Core Equity 2 ETF made up 1.34% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $15M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.