EPM
DFUS

Elm Partners Management’s Dimensional US Equity ETF DFUS Stock Holding History

Elm Partners 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 		$6.97M Hold
85,046
– – 0.25% 32
2026
Q1 		$5.86M Buy
85,046
+14,409
+20% +$1.07M 0.25% 32
2025
Q4 		$5.24M Hold
70,637
– – 0.24% 31
2025
Q3 		$5.12M Buy
+70,637
New +$4.92M 0.26% 31

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Elm Partners Management held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 85,046 shares worth $6.97M. The position accounts for 0.25% of the portfolio, ranked #32.

Elm Partners Management first reported a position in DFUS in Q3 2025 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Elm Partners Management held 85,046 shares of Dimensional US Equity ETF worth $6.97M as of Q2 2026.
  • Elm Partners Management left its Dimensional US Equity ETF share count unchanged in Q2 2026.
  • Dimensional US Equity ETF made up 0.25% of Elm Partners Management's portfolio in Q2 2026, its #32 holding.
  • Elm Partners Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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