LAM
DFAI

LifePro Asset Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

LifePro Asset Management’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$231K Hold
7,276
– – 0.14% 131
2024
Q2 		$216K Sell
7,276
-1,363
-16% -$40.9K 0.15% 120
2024
Q1 		$261K Buy
+8,639
New +$250K 0.17% 107

Other funds holding DFAI

SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LifePro Asset Management held its Dimensional International Core Equity Market ETF (DFAI) position steady in Q3 2024 at 7,276 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #131.

LifePro Asset Management first reported a position in DFAI in Q1 2024 and has held it in 3 quarters since. The position peaked at $261K in Q1 2024. 514 funds tracked by Wall St. Rank hold DFAI as of Q3 2024.

  • LifePro Asset Management held 7,276 shares of Dimensional International Core Equity Market ETF worth $231K as of Q3 2024.
  • LifePro Asset Management left its Dimensional International Core Equity Market ETF share count unchanged in Q3 2024.
  • Dimensional International Core Equity Market ETF made up 0.14% of LifePro Asset Management's portfolio in Q3 2024, its #131 holding.
  • LifePro Asset Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2024 and has held it in 3 quarters since.
  • LifePro Asset Management's Dimensional International Core Equity Market ETF position peaked at $261K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2024.

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