BTWM
DFSV

Baker Tilly Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$731K Buy
18,833
+14
+0.1% +$523 0.16% 127
2026
Q1 		$659K Sell
18,819
-294
-2% -$10.4K 0.16% 125
2025
Q4 		$629K Sell
19,113
-19,079
-50% -$614K 0.15% 136
2025
Q3 		$1.22M Buy
+38,192
New +$1.19M 0.27% 61

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Baker Tilly Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.07% in Q2 2026, buying an estimated $523 and bringing the position to 18,833 shares worth $731K. The position accounts for 0.16% of the portfolio, ranked #127.

Baker Tilly Wealth Management first reported a position in DFSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q3 2025. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Baker Tilly Wealth Management held 18,833 shares of Dimensional US Small Cap Value ETF worth $731K as of Q2 2026.
  • Baker Tilly Wealth Management bought 14 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $523.
  • Dimensional US Small Cap Value ETF made up 0.16% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Small Cap Value ETF position peaked at $1.22M in Q3 2025.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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