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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
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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional International Small Cap ETF (DFIS) stake by 13% in Q2 2026, buying an estimated $32.5K and bringing the position to 8,081 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #228.

Baker Tilly Wealth Management first reported a position in DFIS in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • Baker Tilly Wealth Management held 8,081 shares of Dimensional International Small Cap ETF worth $283K as of Q2 2026.
  • Baker Tilly Wealth Management bought 908 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $32.5K.
  • Dimensional International Small Cap ETF made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional International Small Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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