Baker Tilly Wealth Management, LLC New Holdings in Q3 2025

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
131K
New
$67.01 - $72.84 $8.76M - $9.52M
131K $9.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
115K
New
$58.97 - $60.36 $6.76M - $6.92M
115K $6.88M
AVDV
American Centy ETF Tr Avantis

ETFs
59.8K
New
$79.24 - $89.03 $4.74M - $5.33M
59.8K $5.33M
DFAS
Dimensional ETF Tr U S Small C

ETFs
73.6K
New
$63.41 - $69.69 $4.67M - $5.13M
73.6K $5.04M
VBR
Vanguard Small Cap Value ETF

ETFs
19K
New
$195.41 - $212.37 $3.72M - $4.04M
19K $3.97M
AVUV
American Centy ETF Tr Avantis

ETFs
38.1K
New
$90.37 - $102.12 $3.44M - $3.89M
38.1K $3.79M
DFAE
Dimensional ETF Tr

ETFs
118K
New
$28.84 - $31.84 $3.42M - $3.77M
118K $3.74M
IDEV
Ishares Core Msci Intl Develop

ETFs
38.7K
New
$74.68 - $80.26 $2.89M - $3.11M
38.7K $3.11M
DFSD
Dimensional ETF Tr Short Durat

ETFs
52.5K
New
$47.86 - $48.43 $2.51M - $2.54M
52.5K $2.53M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
42.6K
New
$49.78 - $50.75 $2.12M - $2.16M
42.6K $2.16M
IEMG
Ishares Inc

ETFs
23K
New
N/A
23K $1.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
38.2K
New
$29.2 - $32.74 $1.12M - $1.25M
38.2K $1.22M
DFAU
Dimensional ETF Tr

ETFs
24.4K
New
$42.42 - $45.96 $1.04M - $1.12M
24.4K $1.12M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.5K
New
$48.5 - $50.19 $1.04M - $1.08M
21.5K $1.08M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.65K
New
$94.17 - $99.95 $720K - $764K
7.65K $764K
DFAI
Dimensional ETF Tr

ETFs
20.4K
New
$34.05 - $36.55 $694K - $745K
20.4K $741K
VNQ
Vanguard Specialized Funds Van

ETFs
6.91K
New
$88.47 - $93.24 $611K - $644K
6.91K $631K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.76K
New
$196.15 - $217.83 $541K - $601K
2.76K $555K
VNQI
Vanguard Global Ex U.S. Real

ETFs
10.8K
New
$45.22 - $48.34 $487K - $521K
10.8K $514K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
15.5K
New
$29.55 - $32.52 $457K - $502K
15.5K $495K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.26K
New
$138.59 - $171.12 $313K - $386K
2.26K $317K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.32K
New
$131.78 - $176.09 $305K - $408K
2.32K $312K
LUV
Southwest Airlines CO

Industrials
9.39K
New
$29.06 - $37.7 $273K - $354K
9.39K $299K
CDW
Cdw Corp

Technology
1.85K
New
$156.97 - $182.84 $290K - $338K
1.85K $294K
DOV
Dover Corp

Industrials
1.64K
New
$165.59 - $190.9 $271K - $313K
1.64K $273K
APPF
Appfolio Inc

Technology
951
New
$229.81 - $321.25 $219K - $306K
951 $262K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.71K
New
$25.67 - $27.21 $249K - $264K
9.71K $261K
ENTG
Entegris Inc

Technology
2.77K
New
$72.03 - $95.97 $200K - $266K
2.77K $256K
PFE
Pfizer Inc

Healthcare
9.93K
New
$23.29 - $25.88 $231K - $257K
9.93K $252K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$97.03 - $108.14 $247K - $275K
2.55K $248K
ASML
Asml Holding Nv

Technology
244
New
$689.63 - $968.09 $168K - $236K
244 $236K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.76K
New
N/A
9.76K $231K
SNPS
Synopsys Inc

Technology
459
New
$387.78 - $645.35 $178K - $296K
459 $226K
CMI
Cummins Inc

Industrials
527
New
$327.85 - $426.39 $173K - $225K
527 $222K
ADI
Analog Devices Inc

Technology
889
New
$220.68 - $255.63 $196K - $227K
889 $218K
WEC
Wec Energy Group, Inc.

Utilities
1.88K
New
$103.66 - $114.59 $195K - $216K
1.88K $215K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.9K
New
$73.7 - $90.42 $214K - $262K
2.9K $213K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.97K
New
$21.69 - $23.34 $194K - $209K
8.97K $208K
OXY
Occidental Petroleum Corp

Energy
4.35K
New
$42.54 - $48.1 $185K - $209K
4.35K $205K
H
Hyatt Hotels Corp

Consumer Cyclical
1.44K
New
$135.01 - $152.25 $194K - $219K
1.44K $204K
LEN
Lennar Corp

Consumer Cyclical
1.59K
New
$107.73 - $142.4 $172K - $227K
1.59K $200K
SAN
Banco Santander, S.A.

Financial Services
17.8K
New
$8.27 - $10.48 $148K - $187K
17.8K $186K
Dimensional ETF Trust
90.9K
New
N/A
90.9K $0
Lam Research Corp
1.52K
New
N/A
1.52K $0
Ea Series Trust
147K
New
N/A
147K $0
Barrick Mng Corp
6.75K
New
N/A
6.75K $0
Activity Summary
Buys All Purchases 177 New Holdings 47 Increased Positions 130 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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