LAM
DFAU icon

LifePro Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

LifePro Asset Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$345K Sell
8,694
-124
-1% -$4.74K 0.21% 99
2024
Q2 		$331K Sell
8,818
-2,874
-25% -$104K 0.24% 92
2024
Q1 		$427K Buy
11,692
+3,437
+42% +$119K 0.28% 77
2023
Q4 		$274K Buy
+8,255
New +$256K 0.21% 86

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LifePro Asset Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 1.4% in Q3 2024, selling an estimated $4.74K and leaving 8,694 shares worth $345K. The position accounts for 0.21% of the portfolio, ranked #99.

LifePro Asset Management first reported a position in DFAU in Q4 2023 and has held it in 4 quarters since. The position peaked at $427K in Q1 2024. 396 funds tracked by Wall St. Rank hold DFAU as of Q3 2024.

  • LifePro Asset Management held 8,694 shares of Dimensional US Core Equity Market ETF worth $345K as of Q3 2024.
  • LifePro Asset Management sold 124 Dimensional US Core Equity Market ETF shares in Q3 2024, an estimated $4.74K.
  • Dimensional US Core Equity Market ETF made up 0.21% of LifePro Asset Management's portfolio in Q3 2024, its #99 holding.
  • LifePro Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2023 and has held it in 4 quarters since.
  • LifePro Asset Management's Dimensional US Core Equity Market ETF position peaked at $427K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2024.

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