Baker Tilly Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.19M	Buy	68,711 +10,791	+19%	+$510K	0.63%	35
2026 Q2	$2.77M	Buy	57,920 +16,894	+41%	+$809K	0.59%	37
2026 Q1	$1.96M	Buy	41,026 +19,048	+87%	+$916K	0.48%	44
2025 Q4	$1.05M	Sell	21,978 -30,560	-58%	-$1.47M	0.26%	75
2025 Q3	$2.53M	Buy	+52,538	New	+$2.53M	0.57%	40

Other funds holding DFSD

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

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

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 19% in Q3 2026, buying an estimated $510K and bringing the position to 68,711 shares worth $3.19M. The position accounts for 0.63% of the portfolio, ranked #35.

Baker Tilly Wealth Management first reported a position in DFSD in Q3 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Baker Tilly Wealth Management held 68,711 shares of Dimensional Short-Duration Fixed Income ETF worth $3.19M as of Q3 2026.
Baker Tilly Wealth Management bought 10,791 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $510K.
Dimensional Short-Duration Fixed Income ETF made up 0.63% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #35 holding.
Baker Tilly Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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