Baker Tilly Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Sell	35,209 -481	-1%	-$37.3K	0.62%	36
2026 Q1	$2.54M	Sell	35,690 -667	-2%	-$49K	0.62%	35
2025 Q4	$2.53M	Sell	36,357 -37,265	-51%	-$2.57M	0.62%	37
2025 Q3	$2.04M	Buy	+73,622	New	+$4.91M	0.46%	46

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 1.3% in Q2 2026, selling an estimated $37.3K and leaving 35,209 shares worth $2.9M. The position accounts for 0.62% of the portfolio, ranked #36.

Baker Tilly Wealth Management first reported a position in DFAS in Q3 2025 and has held it in 4 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Baker Tilly Wealth Management held 35,209 shares of Dimensional US Small Cap ETF worth $2.9M as of Q2 2026.
Baker Tilly Wealth Management sold 481 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $37.3K.
Dimensional US Small Cap ETF made up 0.62% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #36 holding.
Baker Tilly Wealth Management first reported a position in Dimensional US Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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