LAM
DFAC icon

LifePro Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

LifePro Asset Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.23M Sell
94,276
-8,429
-8% -$278K 1.98% 10
2024
Q2 		$3.31M Sell
102,705
-883
-0.9% -$27.8K 2.37% 10
2024
Q1 		$3.31M Buy
103,588
+11,999
+13% +$362K 2.19% 12
2023
Q4 		$2.68M Buy
91,589
+47,319
+107% +$1.28M 2.07% 18
2023
Q3 		$1.16M Buy
+44,270
New +$1.21M 0.96% 31

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

LifePro Asset Management's DFAC Position: Q3 2024 in Review

LifePro Asset Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.2% in Q3 2024, selling an estimated $278K and leaving 94,276 shares worth $3.23M. The position accounts for 1.98% of the portfolio, ranked #10.

LifePro Asset Management first reported a position in DFAC in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.31M in Q2 2024. 858 funds tracked by Wall St. Rank hold DFAC as of Q3 2024.

  • LifePro Asset Management held 94,276 shares of Dimensional US Core Equity 2 ETF worth $3.23M as of Q3 2024.
  • LifePro Asset Management sold 8,429 Dimensional US Core Equity 2 ETF shares in Q3 2024, an estimated $278K.
  • Dimensional US Core Equity 2 ETF made up 1.98% of LifePro Asset Management's portfolio in Q3 2024, its #10 holding.
  • LifePro Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 5 quarters since.
  • LifePro Asset Management's Dimensional US Core Equity 2 ETF position peaked at $3.31M in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.