Baker Tilly Wealth Management
DFIS icon

Baker Tilly Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$309K Buy
8,538
+457
+6% +$16.7K 0.06% 225
2026
Q2 		$283K Buy
8,081
+908
+13% +$32.5K 0.06% 228
2026
Q1 		$242K Buy
+7,173
New +$250K 0.06% 238

Other funds holding DFIS

Matson Money Inc
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First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

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

Baker Tilly Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 5.7% in Q3 2026, buying an estimated $16.7K and bringing the position to 8,538 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #225.

Baker Tilly Wealth Management first reported a position in DFIS in Q1 2026 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Baker Tilly Wealth Management held 8,538 shares of Dimensional International Small Cap ETF worth $309K as of Q3 2026.
  • Baker Tilly Wealth Management bought 457 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $16.7K.
  • Dimensional International Small Cap ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #225 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

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