IHWM
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Iron Horse Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Iron Horse 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
2025
Q2 		$2.07K Hold
49
– – ﹤0.01% 474
2025
Q1 		$2.02K Buy
+49
New +$2.06K ﹤0.01% 462

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SC
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Focus Partners Wealth
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Iron Horse Wealth Management's DFUV Position: Q2 2025 in Review

Iron Horse Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2025 at 49 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Iron Horse Wealth Management first reported a position in DFUV in Q1 2025 and has held it in 2 quarters since. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

  • Iron Horse Wealth Management held 49 shares of Dimensional US Marketwide Value ETF worth $2.07K as of Q2 2025.
  • Iron Horse Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2025.
  • Dimensional US Marketwide Value ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #474 holding.
  • Iron Horse Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.