§ 13F · FUND PROFILE
BAKER BOYER NATIONAL BANK.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $301M (13F)Positions · 108Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$741K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DFA U.S. Core Equity 2 ETF | 1.63M | $63M | 19.0% | +1% |
| 2 | DFAX | DFA World Ex-U.S. Core Equity 2 ETF | 1.68M | $57M | 17.1% | +2% |
| 3 | VTEB | Vanguard Muni Bond Tax Exempt | 1.13M | $56M | 16.9% | +1% |
| 4 | DFUV | DFA U.S. Marketwide Value ETF | 442K | $21M | 6.4% | ±0% |
| 5 | FBND | Fidelity Total Bond ETF | 393K | $18M | 5.4% | +4% |
| 6 | DFIV | DFA International Value ETF | 202K | $11M | 3.2% | −2% |
| 7 | MSFT | Microsoft Corp | 19K | $7M | 2.1% | +2% |
| 8 | DFAC | DFA U.S. Core Equity 2 ETF | 181K | $7M | 2.1% | — |
| 9 | SPY | SPDR S&P 500 ETF | 8K | $5M | 1.6% | ±0% |
| 10 | AAPL | Apple Inc | 17K | $4M | 1.3% | −1% |
§ 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 $301 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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