Elgethun Capital Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Elgethun Capital 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 Q3	$227K	Hold	5,113	–	–	0.03%	153
2026 Q2	$227K	Buy	+5,113	New	+$219K	0.03%	145

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Elgethun Capital Management's DFAC Position: Q3 2026 in Review

Elgethun Capital Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 5,113 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #153.

Elgethun Capital Management first reported a position in DFAC in Q2 2026 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Elgethun Capital Management held 5,113 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $227K as of Q3 2026.
Elgethun Capital Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.03% of Elgethun Capital Management's portfolio in Q3 2026, its #153 holding.
Elgethun Capital Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Elgethun Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.