Baker Tilly Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.88M	Sell	47,917 -4,185	-8%	-$163K	0.37%	50
2026 Q2	$2.1M	Buy	52,102 +12,934	+33%	+$500K	0.45%	47
2026 Q1	$1.33M	Buy	39,168 +4,463	+13%	+$156K	0.32%	56
2025 Q4	$1.13M	Sell	34,705 -83,771	-71%	-$2.7M	0.28%	65
2025 Q3	$6.41M	Buy	+118,476	New	+$3.57M	1.45%	18

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Baker Tilly Wealth Management's DFAE Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8% in Q3 2026, selling an estimated $163K and leaving 47,917 shares worth $1.88M. The position accounts for 0.37% of the portfolio, ranked #50.

Baker Tilly Wealth Management first reported a position in DFAE in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.41M in Q3 2025. 126 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Baker Tilly Wealth Management held 47,917 shares of Dimensional Emerging Core Equity Market ETF worth $1.88M as of Q3 2026.
Baker Tilly Wealth Management sold 4,185 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $163K.
Dimensional Emerging Core Equity Market ETF made up 0.37% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #50 holding.
Baker Tilly Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2025 and has held it in 5 quarters since.
Baker Tilly Wealth Management's Dimensional Emerging Core Equity Market ETF position peaked at $6.41M in Q3 2025.
126 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.