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LifePro Asset Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

LifePro Asset Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.04M Sell
75,640
-15,607
-17% -$405K 1.25% 29
2024
Q2 		$2.32M Sell
91,247
-3,249
-3% -$83K 1.66% 20
2024
Q1 		$2.4M Buy
94,496
+919
+1% +$22.5K 1.59% 23
2023
Q4 		$2.29M Buy
93,577
+10,989
+13% +$251K 1.77% 20
2023
Q3 		$1.86M Buy
+82,588
New +$1.93M 1.53% 22

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

LifePro Asset Management reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 17% in Q3 2024, selling an estimated $405K and leaving 75,640 shares worth $2.04M. The position accounts for 1.25% of the portfolio, ranked #29.

LifePro Asset Management first reported a position in DFAX in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.4M in Q1 2024. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • LifePro Asset Management held 75,640 shares of Dimensional World ex US Core Equity 2 ETF worth $2.04M as of Q3 2024.
  • LifePro Asset Management sold 15,607 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $405K.
  • Dimensional World ex US Core Equity 2 ETF made up 1.25% of LifePro Asset Management's portfolio in Q3 2024, its #29 holding.
  • LifePro Asset Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2023 and has held it in 5 quarters since.
  • LifePro Asset Management's Dimensional World ex US Core Equity 2 ETF position peaked at $2.4M in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

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