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 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 41% in Q2 2026, buying an estimated $809K and bringing the position to 57,920 shares worth $2.77M. The position accounts for 0.59% of the portfolio, ranked #37.

Baker Tilly Wealth Management first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Baker Tilly Wealth Management held 57,920 shares of Dimensional Short-Duration Fixed Income ETF worth $2.77M as of Q2 2026.
Baker Tilly Wealth Management bought 16,894 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $809K.
Dimensional Short-Duration Fixed Income ETF made up 0.59% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #37 holding.
Baker Tilly Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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