PWM
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Platform Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Platform 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
2026
Q2 		$4.41M Buy
+80,137
New +$4.21M 1.61% 16
2025
Q4 		$3.32M Buy
+71,276
New +$3.23M 0.88% 27

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Platform Wealth Management opened a new position in Dimensional US Marketwide Value ETF (DFUV) in Q2 2026: 80,137 shares worth $4.41M. The stake represents 1.61% of the portfolio and ranks #16 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in DFUV as recently as Q4 2025.

Platform Wealth Management first reported a position in DFUV in Q4 2025 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Platform Wealth Management held 80,137 shares of Dimensional US Marketwide Value ETF worth $4.41M as of Q2 2026.
  • Dimensional US Marketwide Value ETF was a new Platform Wealth Management position in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 1.61% of Platform Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Platform Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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