EPM
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Elm Partners Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Elm Partners 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 		$275K Buy
+6,201
New +$265K 0.01% 140

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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Elm Partners Management's DFAC Position: Q2 2026 in Review

Elm Partners Management opened a new position in U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2026: 6,201 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Elm Partners Management held 6,201 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $275K as of Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares was a new Elm Partners Management position in Q2 2026.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #140 holding.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.