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Baker Tilly Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
19,985
+3,802
+23% +$190K 0.22% 86
2026
Q1 		$730K Buy
16,183
+2,125
+15% +$99.9K 0.18% 117
2025
Q4 		$658K Sell
14,058
-10,363
-42% -$480K 0.16% 131
2025
Q3 		$1.12M Buy
+24,421
New +$1.08M 0.25% 70

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Baker Tilly Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 23% in Q2 2026, buying an estimated $190K and bringing the position to 19,985 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #86.

Baker Tilly Wealth Management first reported a position in DFAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q3 2025. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Baker Tilly Wealth Management held 19,985 shares of Dimensional US Core Equity Market ETF worth $1.03M as of Q2 2026.
  • Baker Tilly Wealth Management bought 3,802 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $190K.
  • Dimensional US Core Equity Market ETF made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.12M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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