Baker Tilly Wealth Management
DFUV icon

Baker Tilly Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Baker Tilly Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.82M Sell
160,433
-6,073
-4% -$341K 1.73% 14
2026
Q2 		$9.16M Sell
166,506
-5,146
-3% -$270K 1.95% 9
2026
Q1 		$8.32M Buy
171,652
+6,272
+4% +$308K 2.02% 9
2025
Q4 		$7.71M Sell
165,380
-145,285
-47% -$6.59M 1.9% 9
2025
Q3 		$13.9M Buy
310,665
+286,948
+1,210% +$12.5M 3.14% 6
2025
Q2 		$1M Hold
23,717
– – 0.36% 61
2025
Q1 		$977K Hold
23,717
– – 0.38% 64
2024
Q4 		$970K Hold
23,717
– – 0.38% 54
2024
Q3 		$989K Hold
23,717
– – 0.44% 56
2024
Q2 		$931K Sell
23,717
-4,971
-17% -$197K 0.38% 58
2024
Q1 		$1.17M Sell
28,688
-2,174
-7% -$83K 0.21% 110
2023
Q4 		$1.15M Sell
30,862
-8,907
-22% -$307K 0.19% 119
2023
Q3 		$1.35M Sell
39,769
-947
-2% -$33.2K 0.22% 96
2023
Q2 		$1.4M Sell
40,716
-644
-2% -$21.5K 0.15% 154
2023
Q1 		$1.38M Buy
41,360
+22
+0.1% +$753 0.16% 140
2022
Q4 		$1.38M Buy
41,338
+193
+0.5% +$6.41K 0.17% 137
2022
Q3 		$1.22M Sell
41,145
-535
-1% -$17.4K 0.17% 129
2022
Q2 		$1.32M Buy
+41,680
New +$1.39M 0.17% 128

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3.6% in Q3 2026, selling an estimated $341K and leaving 160,433 shares worth $8.82M. The position accounts for 1.73% of the portfolio, ranked #14.

Baker Tilly Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $13.9M in Q3 2025. 578 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Baker Tilly Wealth Management held 160,433 shares of Dimensional US Marketwide Value ETF worth $8.82M as of Q3 2026.
  • Baker Tilly Wealth Management sold 6,073 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $341K.
  • Dimensional US Marketwide Value ETF made up 1.73% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Marketwide Value ETF position peaked at $13.9M in Q3 2025.
  • 578 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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