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 Q3	$8.97M	Sell	160,595 -8,179	-5%	-$467K	1.76%	13
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 4.8% in Q3 2026, selling an estimated $467K and leaving 160,595 shares worth $8.97M. The position accounts for 1.76% of the portfolio, ranked #13.

Baker Tilly Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 21 quarters since. The position peaked at $14.6M in Q3 2025. 105 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

Baker Tilly Wealth Management held 160,595 shares of Dimensional International Value ETF worth $8.97M as of Q3 2026.
Baker Tilly Wealth Management sold 8,179 Dimensional International Value ETF shares in Q3 2026, an estimated $467K.
Dimensional International Value ETF made up 1.76% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #13 holding.
Baker Tilly Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 21 quarters since.
Baker Tilly Wealth Management's Dimensional International Value ETF position peaked at $14.6M in Q3 2025.
105 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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