PWM
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Platform Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Platform Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6M Buy
+1,095,516
New +$46.9M 17.78% 1
2025
Q4 		$40.9M Buy
+1,032,484
New +$40.3M 10.87% 2

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Platform Wealth Management's DFAC Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Dimensional US Core Equity 2 ETF (DFAC) in Q2 2026: 1,095,516 shares worth $48.6M. The stake represents 17.78% of the portfolio and ranks #1 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAC as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,215 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Platform Wealth Management held 1,095,516 shares of Dimensional US Core Equity 2 ETF worth $48.6M as of Q2 2026.
  • Dimensional US Core Equity 2 ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional US Core Equity 2 ETF made up 17.78% of Platform Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Platform Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.