Elevate Wealth Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
11,265
-2,748
| -20% | -$116K | 0.34% | 45 |
|
|
2025
Q1 | $589K | Sell |
14,013
-191
| -1% | -$8.03K | 0.42% | 43 |
|
|
2024
Q4 | $586K | Buy |
14,204
+45
| +0.3% | +$1.86K | 0.44% | 40 |
|
|
2024
Q3 | $612K | Sell |
14,159
-1,204
| -8% | -$52K | 0.45% | 39 |
|
|
2024
Q2 | $638K | Sell |
15,363
-472
| -3% | -$19.6K | 0.52% | 33 |
|
|
2024
Q1 | $664K | Sell |
15,835
-820
| -5% | -$34.4K | 0.58% | 31 |
|
|
2023
Q4 | $706K | Buy |
+16,655
| New | +$706K | 0.65% | 32 |
|