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 Q3	$5.33M	Sell	64,161 -3,086	-5%	-$256K	1.04%	22
2026 Q2	$5.51M	Sell	67,247 -140	-0.2%	-$11.1K	1.17%	21
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

SWA

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

GWWM

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

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

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

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

FFA

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

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 4.6% in Q3 2026, selling an estimated $256K and leaving 64,161 shares worth $5.33M. The position accounts for 1.04% of the portfolio, ranked #22.

Baker Tilly Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 17 quarters since. The position peaked at $9.47M in Q3 2025. 103 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Baker Tilly Wealth Management held 64,161 shares of Dimensional US Equity ETF worth $5.33M as of Q3 2026.
Baker Tilly Wealth Management sold 3,086 Dimensional US Equity ETF shares in Q3 2026, an estimated $256K.
Dimensional US Equity ETF made up 1.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #22 holding.
Baker Tilly Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 17 quarters since.
Baker Tilly Wealth Management's Dimensional US Equity ETF position peaked at $9.47M in Q3 2025.
103 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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