BTWM
DFAI

Baker Tilly Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
29,439
+13,620
+86% +$561K 0.26% 68
2026
Q1 		$616K Buy
15,819
+3,355
+27% +$134K 0.15% 136
2025
Q4 		$475K Sell
12,464
-7,926
-39% -$294K 0.12% 166
2025
Q3 		$741K Buy
+20,390
New +$721K 0.17% 114

Other funds holding DFAI

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 86% in Q2 2026, buying an estimated $561K and bringing the position to 29,439 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #68.

Baker Tilly Wealth Management first reported a position in DFAI in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold DFAI as of Q2 2026.

  • Baker Tilly Wealth Management held 29,439 shares of Dimensional International Core Equity Market ETF worth $1.21M as of Q2 2026.
  • Baker Tilly Wealth Management bought 13,620 Dimensional International Core Equity Market ETF shares in Q2 2026, an estimated $561K.
  • Dimensional International Core Equity Market ETF made up 0.26% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2026.

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