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Dimensional Global Core Plus Fixed Income Etf shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional Global Core Plus Fixed Income Etf (DFGP) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dimensional Global Core Plus Fixed Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Global Core Plus Fixed Income Etf 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 Global Core Plus Fixed Income Etf by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 585 54.07
2025-09-30 $33k 585 55.57
2025-06-30 $32k 585 54.49
2025-03-31 $20k 374 53.43

More positions owned by Elevate Wealth Advisory

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

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional Global Core Plus Fixed Income Etf

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Penobscot Wealth Management
Integrity Advisory Solutions
Curio Wealth
Envestnet Asset Management
TCI Wealth Advisors
Integrity Alliance
AE Wealth Management

View all funds holding Dimensional Global Core Plus Fixed Income Etf