PWM
DFUS

Platform Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Platform Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.22M Buy
+51,470
New +$4.07M 1.54% 20
2025
Q4 		$4.23M Buy
+57,088
New +$4.19M 1.13% 23

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Platform Wealth Management opened a new position in Dimensional US Equity ETF (DFUS) in Q2 2026: 51,470 shares worth $4.22M. The stake represents 1.54% of the portfolio and ranks #20 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFUS as recently as Q4 2025.

Platform Wealth Management first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.23M in Q4 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Platform Wealth Management held 51,470 shares of Dimensional US Equity ETF worth $4.22M as of Q2 2026.
  • Dimensional US Equity ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional US Equity ETF made up 1.54% of Platform Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Platform Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Dimensional US Equity ETF position peaked at $4.23M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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