Baker Tilly Wealth Management, LLC Reduced Holdings in Q4 2025

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
-177K
- 50.6%
$55.75 - $58.83 $9.86M - $10.4M
173K $9.83M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-199K
- 55.12%
$37.61 - $39.41 $7.49M - $7.85M
162K $6.26M
DFIV
Dimensional ETF Tr

ETFs
-149K
- 46.82%
$45.13 - $48.25 $6.71M - $7.17M
169K $8.09M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-145K
- 46.77%
$43.57 - $45.71 $6.33M - $6.64M
165K $7.45M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-63.7K
- 48.77%
$71.0 - $74.64 $4.52M - $4.76M
66.9K $4.88M
VGIT
Vanguard Intermediate Term Tre

ETFs
-53K
- 46.26%
$59.84 - $60.54 $3.17M - $3.21M
61.6K $3.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20.7K
- 37.93%
$142.79 - $150.05 $2.95M - $3.1M
33.8K $4.95M
DFAE
Dimensional ETF Tr

ETFs
-83.8K
- 70.71%
$30.74 - $33.05 $2.58M - $2.77M
34.7K $1.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-37.3K
- 50.62%
$66.04 - $69.67 $2.46M - $2.6M
36.4K $2.44M
AVDV
American Centy ETF Tr Avantis

ETFs
-29.3K
- 48.9%
$87.37 - $90.92 $2.56M - $2.66M
30.6K $2.76M
GLD
Spdr Gold Trust

ETFs
-6.03K
- 32.45%
$354.79 - $403.15 $2.14M - $2.43M
12.6K $4.72M
AVUV
American Centy ETF Tr Avantis

ETFs
-17.3K
- 45.42%
$95.19 - $100.66 $1.65M - $1.74M
20.8K $2.03M
IDEV
Ishares Core Msci Intl Develop

ETFs
-19.3K
- 49.91%
$79.1 - $82.39 $1.53M - $1.59M
19.4K $1.58M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-30.6K
- 58.17%
$48.17 - $48.5 $1.47M - $1.48M
22K $1.06M
ORCL
Oracle Corp

Technology
-1.09K
- 6.29%
$217.57 - $313.0 $238K - $342K
16.3K $3.58M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-22.6K
- 52.92%
$49.98 - $50.22 $1.13M - $1.13M
20.1K $1M
DFAX
Dimensional ETF Tr
-31.2K
- 48.43%
$30.71 - $32.34 $958K - $1.01M
33.2K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.92K
- 7.1%
$63.25 - $66.24 $501K - $524K
104K $6.65M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-19.1K
- 49.96%
$30.55 - $32.35 $583K - $617K
19.1K $600K
MRK
Merck & Co., Inc.

Healthcare
-7.38K
- 60.7%
$82.49 - $92.93 $609K - $686K
4.78K $443K
ENB
Enbridge Inc

Energy
-9.6K
- 33.75%
$46.39 - $50.07 $445K - $481K
18.8K $899K
IEMG
Ishares Inc

ETFs
-8.98K
- 39.05%
N/A
14K $751K
DFAU
Dimensional ETF Tr

ETFs
-10.4K
- 42.43%
$44.77 - $47.01 $464K - $487K
14.1K $645K
SRE
Sempra Energy

Utilities
-5.4K
- 39.22%
$89.26 - $94.01 $482K - $508K
8.37K $770K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.46K
- 39.31%
$49.98 - $50.59 $423K - $428K
13.1K $656K
VZ
Verizon Communications Inc

Communication Services
-7.09K
- 24.53%
$38.4 - $43.83 $272K - $311K
21.8K $894K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.64K
- 47.65%
$98.0 - $102.56 $357K - $374K
4K $405K
PLTR
Palantir Technologies Inc.

Technology
-839
- 3.77%
$172.14 - $207.18 $144K - $174K
21.4K $3.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.45K
- 50.0%
$88.13 - $92.69 $304K - $320K
3.45K $309K
V
Visa Inc.

Financial Services
-391
- 3.45%
$325.75 - $352.42 $127K - $138K
10.9K $3.56M
IVV
Ishares Core S&P 500 ETF

ETFs
-460
- 12.1%
$656.2 - $690.71 $302K - $318K
3.34K $2.26M
JPM
Jpmorgan Chase & CO

Financial Services
-462
- 4.77%
$294.11 - $320.41 $136K - $148K
9.23K $2.77M
DFAI
Dimensional ETF Tr

ETFs
-7.93K
- 38.87%
$35.82 - $37.52 $284K - $297K
12.5K $462K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-5.39K
- 50.0%
$46.68 - $48.34 $252K - $261K
5.39K $256K
SHOP
Shopify Inc.

Technology
-1.46K
- 11.52%
$146.04 - $179.01 $214K - $262K
11.2K $1.64M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.42K
- 14.68%
$91.7 - $105.68 $130K - $150K
8.26K $815K
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.39%
$358.03 - $397.02 $5.01K - $5.56K
3.57K $1.28M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-5.65K
- 36.56%
$31.28 - $33.46 $177K - $189K
9.8K $324K
NVO
Novo Nordisk A S

Healthcare
-1.38K
- 9.5%
$45.68 - $59.65 $63.1K - $82.4K
13.2K $637K
VTV
Vanguard Value ETF

ETFs
-915
- 16.05%
$182.87 - $189.72 $167K - $174K
4.79K $895K
CMCSA
Comcast Corp

Communication Services
-1.15K
- 3.58%
$26.98 - $31.09 $31.1K - $35.9K
31K $844K
VMC
Vulcan Materials CO

Basic Materials
-22
- 0.41%
$280.58 - $309.07 $6.17K - $6.8K
5.29K $1.48M
TDG
Trans Digm Group Inc

Industrials
-121
- 16.37%
$1237.71 - $1359.3 $150K - $164K
618 $828K
ABT
Abbott Laboratories

Healthcare
-1.01K
- 29.23%
$123.62 - $134.59 $124K - $135K
2.44K $316K
CSGP
Costar Group, Inc.

Real Estate
-254
- 3.29%
$67.23 - $84.8 $17.1K - $21.5K
7.48K $508K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-689
- 14.07%
$256.75 - $275.06 $177K - $190K
4.21K $1.13M
NOC
Northrop Grumman Corp

Industrials
-118
- 8.75%
$558.0 - $637.95 $65.8K - $75.3K
1.23K $692K
RTX
Raytheon Technologies Corp

Industrials
-1.04K
- 14.7%
$157.0 - $179.44 $163K - $187K
6.04K $1.06M
LHX
L3 Harris Technologies, Inc.

Industrials
-278
- 11.49%
$283.87 - $306.76 $78.9K - $85.3K
2.14K $619K
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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