Elevate Wealth Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Elevate Wealth Advisory’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$620K	Buy	14,688 +177	+1%	+$7.48K	0.35%	41
2026 Q1	$613K	Sell	14,511 -320	-2%	-$13.7K	0.39%	40
2025 Q4	$631K	Buy	14,831 +3,079	+26%	+$132K	0.43%	38
2025 Q3	$503K	Buy	11,752 +487	+4%	+$20.7K	0.37%	42
2025 Q2	$476K	Sell	11,265 -2,748	-20%	-$115K	0.34%	45
2025 Q1	$589K	Sell	14,013 -191	-1%	-$7.96K	0.42%	43
2024 Q4	$586K	Buy	14,204 +45	+0.3%	+$1.9K	0.44%	40
2024 Q3	$612K	Sell	14,159 -1,204	-8%	-$51.3K	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	+$681K	0.65%	32

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Elevate Wealth Advisory's DFCF Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Dimensional Core Fixed Income ETF (DFCF) stake by 1.2% in Q2 2026, buying an estimated $7.48K and bringing the position to 14,688 shares worth $620K. The position accounts for 0.35% of the portfolio, ranked #41.

Elevate Wealth Advisory first reported a position in DFCF in Q4 2023 and has held it in 11 quarters since. The position peaked at $706K in Q4 2023. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Elevate Wealth Advisory held 14,688 shares of Dimensional Core Fixed Income ETF worth $620K as of Q2 2026.
Elevate Wealth Advisory bought 177 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $7.48K.
Dimensional Core Fixed Income ETF made up 0.35% of Elevate Wealth Advisory's portfolio in Q2 2026, its #41 holding.
Elevate Wealth Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Dimensional Core Fixed Income ETF position peaked at $706K in Q4 2023.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.