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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
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 		$971K 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

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Baker Tilly Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 3% in Q2 2026, selling an estimated $270K and leaving 166,506 shares worth $9.16M. The position accounts for 1.95% of the portfolio, ranked #9.

Baker Tilly Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.9M in Q3 2025. 167 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Baker Tilly Wealth Management held 166,506 shares of Dimensional US Marketwide Value ETF worth $9.16M as of Q2 2026.
  • Baker Tilly Wealth Management sold 5,146 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $270K.
  • Dimensional US Marketwide Value ETF made up 1.95% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Baker Tilly Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Baker Tilly Wealth Management's Dimensional US Marketwide Value ETF position peaked at $13.9M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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