BTWM
DFUS

Baker Tilly Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.78M Buy
67,387
+441
+0.7% +$32.7K 1.16% 22
2025
Q4 		$4.97M Sell
66,946
-63,720
-49% -$4.68M 1.22% 23
2025
Q3 		$9.47M Buy
+130,666
New +$9.1M 2.14% 9
2024
Q2 		– Sell
-5,630
Closed -$321K – 313
2024
Q1 		$321K Buy
5,630
+12
+0.2% +$650 0.06% 333
2023
Q4 		$291K Buy
5,618
+25
+0.4% +$1.21K 0.05% 387
2023
Q3 		$260K Buy
5,593
+47
+0.8% +$2.27K 0.04% 388
2023
Q2 		$267K Buy
5,546
+19
+0.3% +$864 0.03% 471
2023
Q1 		$246K Buy
5,527
+17
+0.3% +$738 0.03% 484
2022
Q4 		$229K Buy
5,510
+25
+0.5% +$1.04K 0.03% 489
2022
Q3 		$213K Buy
5,485
+22
+0.4% +$946 0.03% 466
2022
Q2 		$223K Buy
5,463
+20
+0.4% +$886 0.03% 457
2022
Q1 		$267K Buy
5,443
+12
+0.2% +$580 0.03% 446
2021
Q4 		$281K Buy
5,431
+22
+0.4% +$1.11K 0.03% 440
2021
Q3 		$255K Buy
5,409
+15
+0.3% +$726 0.03% 436
2021
Q2 		$254K Buy
+5,394
New +$251K 0.04% 431

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return