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Dimensional Etf Trust Core Fixed Incom shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dimensional Etf Trust Core Fixed Incom

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Core Fixed Incom held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $638k 15k 41.54
2024-03-31 $664k 16k 41.95
2023-12-31 $706k 17k 42.40

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional Etf Trust Core Fixed Incom

Truepoint
Beaird Harris Wealth Management
WPWealth
Resources Investment Advisors
Great Waters Wealth Management
DiNuzzo Private Wealth
Baker Avenue Asset Management
Pathstone Holdings
Apella Capital
Factory Mutual Insurance Company
Commonwealth Equity Services
Dynamic Advisors Solutions
Core Wealth Management
HBK Sorce Advisory
HighTower Advisors

View all funds holding Dimensional Etf Trust Core Fixed Incom