EWA
DFCF icon

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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Elevate Wealth Advisory's DFCF Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 2.2% in Q1 2026, selling an estimated $13.7K and leaving 14,511 shares worth $613K. The position accounts for 0.39% of the portfolio, ranked #40.

Elevate Wealth Advisory first reported a position in DFCF in Q4 2023 and has held it in 10 quarters since. The position peaked at $706K in Q4 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Elevate Wealth Advisory held 14,511 shares of Dimensional Core Fixed Income ETF worth $613K as of Q1 2026.
  • Elevate Wealth Advisory sold 320 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $13.7K.
  • Dimensional Core Fixed Income ETF made up 0.39% of Elevate Wealth Advisory's portfolio in Q1 2026, its #40 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's Dimensional Core Fixed Income ETF position peaked at $706K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.