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LifePro Asset Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

LifePro Asset Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.58M Buy
82,923
+11,352
+16% +$484K 2.19% 6
2024
Q2 		$2.97M Buy
71,571
+10,937
+18% +$453K 2.13% 15
2024
Q1 		$2.54M Buy
+60,634
New +$2.55M 1.68% 20

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q3 2024, buying an estimated $484K and bringing the position to 82,923 shares worth $3.58M. The position accounts for 2.19% of the portfolio, ranked #6.

LifePro Asset Management first reported a position in DFCF in Q1 2024 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • LifePro Asset Management held 82,923 shares of Dimensional Core Fixed Income ETF worth $3.58M as of Q3 2024.
  • LifePro Asset Management bought 11,352 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $484K.
  • Dimensional Core Fixed Income ETF made up 2.19% of LifePro Asset Management's portfolio in Q3 2024, its #6 holding.
  • LifePro Asset Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

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