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 Q3	$7.06M	Sell	85,045 -1	-0%	-$83	0.2%	33
2026 Q2	$6.97M	Buy	85,046 +1	+0%	+$79	0.21%	33
2026 Q1	$6.03M	Buy	85,045 +14,408	+20%	+$1.07M	0.21%	33
2025 Q4	$5.24M	Hold	70,637	–	–	0.19%	32
2025 Q3	$5.12M	Buy	+70,637	New	+$4.92M	0.21%	32

Other funds holding DFUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Elm Partners Management's DFUS Position: Q3 2026 in Review

Elm Partners Management reduced its Dimensional US Equity ETF (DFUS) stake by 0% in Q3 2026, selling an estimated $83 and leaving 85,045 shares worth $7.06M. The position accounts for 0.2% of the portfolio, ranked #33.

Elm Partners Management first reported a position in DFUS in Q3 2025 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Elm Partners Management held 85,045 shares of Dimensional US Equity ETF worth $7.06M as of Q3 2026.
Elm Partners Management sold 1 Dimensional US Equity ETF share in Q3 2026, an estimated $83.
Dimensional US Equity ETF made up 0.2% of Elm Partners Management's portfolio in Q3 2026, its #33 holding.
Elm Partners Management first reported a position in Dimensional US Equity ETF in Q3 2025 and has held it in 5 quarters since.
795 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

Based on Elm Partners Management's 13F filing for Q3 2026, filed 12 Nov 2026.