BTWM
DFEM icon

Baker Tilly Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$349K Sell
8,775
-253
-3% -$9.98K 0.07% 205
2026
Q2 		$367K Sell
9,028
-1,943
-18% -$76.3K 0.08% 204
2026
Q1 		$379K Buy
10,971
+1,169
+12% +$41.5K 0.09% 184
2025
Q4 		$324K Sell
9,802
-5,649
-37% -$185K 0.08% 211
2025
Q3 		$496K Buy
+15,451
New +$477K 0.11% 151

Other funds holding DFEM

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 2.8% in Q3 2026, selling an estimated $9.98K and leaving 8,775 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #205.

Baker Tilly Wealth Management first reported a position in DFEM in Q3 2025 and has held it in 5 quarters since. The position peaked at $496K in Q3 2025. 83 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

  • Baker Tilly Wealth Management held 8,775 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $349K as of Q3 2026.
  • Baker Tilly Wealth Management sold 253 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $9.98K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.07% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2025 and has held it in 5 quarters since.
  • Baker Tilly Wealth Management's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $496K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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