Elite Life Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Elite Life Management’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
2025 Q2	–	Sell	-17,054	Closed	-$717K	–	33
2025 Q1	$717K	Sell	17,054 -3,311	-16%	-$138K	2.24%	8
2024 Q4	$840K	Sell	20,365 -3,519	-15%	-$148K	2.49%	9
2024 Q3	$1.03M	Sell	23,884 -11,004	-32%	-$469K	3.37%	9
2024 Q2	$1.45M	Buy	34,888 +13,900	+66%	+$576K	5.62%	5
2024 Q1	$880K	Buy	20,988 +6,389	+44%	+$268K	4.31%	8
2023 Q4	$619K	Buy	+14,599	New	+$597K	3.7%	7

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

FMI

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GWWM

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

HWM

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Elite Life Management's DFCF Position: Q2 2025 in Review

Elite Life Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 17,054 shares — an estimated $717K sold.

Elite Life Management first reported a position in DFCF in Q4 2023 and held it in 6 quarters. The position peaked at $1.45M in Q2 2024. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

Elite Life Management reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Elite Life Management sold 17,054 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $717K.
Elite Life Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2023 and held it in 6 quarters.
Elite Life Management's Dimensional Core Fixed Income ETF position peaked at $1.45M in Q2 2024.
399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

Based on Elite Life Management's 13F filing for Q2 2025, filed 4 Aug 2025.