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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
Q3 		$1.06M Buy
20,317
+332
+2% +$17.4K 0.21% 83
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 1.7% in Q3 2026, buying an estimated $17.4K and bringing the position to 20,317 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #83.

Baker Tilly Wealth Management first reported a position in DFAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 104 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Baker Tilly Wealth Management held 20,317 shares of Dimensional US Core Equity Market ETF worth $1.06M as of Q3 2026.
  • Baker Tilly Wealth Management bought 332 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $17.4K.
  • Dimensional US Core Equity Market ETF made up 0.21% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.12M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

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