§ 13F · FUND PROFILE
BAKER BOYER NATIONAL BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $290.0T (13F)Positions · 106Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA U.S. Core Equity 2 ETF | 1.61M | $63.7T | 19.2% | +806% |
| 2 | VTEB | Vanguard Muni Bond Tax Exempt | 1.12M | $56.2T | 17.0% | — |
| 3 | DFAX | DFA World Ex-U.S. Core Equity 2 ETF | 1.63M | $53.5T | 16.1% | +1% |
| 4 | DFUV | DFA U.S. Marketwide Value ETF | 443K | $20.6T | 6.2% | −2% |
| 5 | FBND | Fidelity Total Bond ETF | 377K | $17.3T | 5.2% | −9% |
| 6 | DFIV | DFA International Value ETF | 207K | $10.3T | 3.1% | −1% |
| 7 | MSFT | Microsoft Corp | 19K | $9.2T | 2.8% | +310% |
| 8 | DFAC | DFA U.S. Core Equity 2 ETF | 179K | $7.1T | 2.1% | +1% |
| 9 | SPY | SPDR S&P 500 ETF | 8K | $5.6T | 1.7% | +549% |
| 10 | AAPL | Apple Inc | 18K | $4.9T | 1.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAKER SIGNAL
AC read
BAKER BOYER NATIONAL BANK is a Dealer / Bank fund managing $289955.1 trillion in assets. The fund runs a portfolio of 106 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed