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Baker Tilly Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.12M Sell
168,774
-6,522
-4% -$358K 1.94% 10
2026
Q1 		$9.25M Buy
175,296
+6,407
+4% +$340K 2.25% 6
2025
Q4 		$8.43M Sell
168,889
-148,698
-47% -$7.07M 2.08% 7
2025
Q3 		$14.6M Buy
317,587
+295,736
+1,353% +$13.2M 3.31% 5
2025
Q2 		$936K Hold
21,851
– – 0.33% 67
2025
Q1 		$860K Hold
21,851
– – 0.34% 73
2024
Q4 		$775K Hold
21,851
– – 0.3% 79
2024
Q3 		$832K Hold
21,851
– – 0.37% 66
2024
Q2 		$785K Hold
21,851
– – 0.32% 75
2024
Q1 		$803K Sell
21,851
-1,083
-5% -$37.5K 0.15% 157
2023
Q4 		$788K Sell
22,934
-74
-0.3% -$2.42K 0.13% 176
2023
Q3 		$751K Sell
23,008
-1,838
-7% -$61.2K 0.12% 167
2023
Q2 		$816K Sell
24,846
-172
-0.7% -$5.65K 0.09% 235
2023
Q1 		$806K Sell
25,018
-712
-3% -$23K 0.09% 239
2022
Q4 		$782K Sell
25,730
-3,907
-13% -$113K 0.1% 231
2022
Q3 		$763K Sell
29,637
-767
-3% -$21.9K 0.1% 213
2022
Q2 		$878K Buy
30,404
+820
+3% +$26.1K 0.12% 197
2022
Q1 		$990K Sell
29,584
-291
-1% -$9.82K 0.11% 200
2021
Q4 		$980K Buy
29,875
+329
+1% +$10.9K 0.11% 200
2021
Q3 		$967K Buy
+29,546
New +$976K 0.13% 172

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 3.7% in Q2 2026, selling an estimated $358K and leaving 168,774 shares worth $9.12M. The position accounts for 1.94% of the portfolio, ranked #10.

Baker Tilly Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q3 2025. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Baker Tilly Wealth Management held 168,774 shares of Dimensional International Value ETF worth $9.12M as of Q2 2026.
  • Baker Tilly Wealth Management sold 6,522 Dimensional International Value ETF shares in Q2 2026, an estimated $358K.
  • Dimensional International Value ETF made up 1.94% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's Dimensional International Value ETF position peaked at $14.6M in Q3 2025.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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