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Platform Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Platform Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14M Buy
+270,773
New +$13.6M 5.12% 5
2025
Q4 		$10.7M Buy
+228,026
New +$10.6M 2.84% 11

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Platform Wealth Management opened a new position in Dimensional US Core Equity Market ETF (DFAU) in Q2 2026: 270,773 shares worth $14M. The stake represents 5.12% of the portfolio and ranks #5 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFAU as recently as Q4 2025.

Platform Wealth Management first reported a position in DFAU in Q4 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Platform Wealth Management held 270,773 shares of Dimensional US Core Equity Market ETF worth $14M as of Q2 2026.
  • Dimensional US Core Equity Market ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 5.12% of Platform Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Platform Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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