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

LifePro Asset Management’s Portfolio DFGX Stock Details DFGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.18M Buy
58,833
+9,423
+19% +$504K 1.95% 12
2024
Q2 		$2.6M Buy
49,410
+7,161
+17% +$376K 1.86% 18
2024
Q1 		$2.24M Buy
+42,249
New +$2.22M 1.48% 26

Other funds holding DFGX

PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional International Core Fixed Income ETF (DFGX) stake by 19% in Q3 2024, buying an estimated $504K and bringing the position to 58,833 shares worth $3.18M. The position accounts for 1.95% of the portfolio, ranked #12.

LifePro Asset Management first reported a position in DFGX in Q1 2024 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DFGX as of Q3 2024.

  • LifePro Asset Management held 58,833 shares of Dimensional International Core Fixed Income ETF worth $3.18M as of Q3 2024.
  • LifePro Asset Management bought 9,423 Dimensional International Core Fixed Income ETF shares in Q3 2024, an estimated $504K.
  • Dimensional International Core Fixed Income ETF made up 1.95% of LifePro Asset Management's portfolio in Q3 2024, its #12 holding.
  • LifePro Asset Management first reported a position in Dimensional International Core Fixed Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Dimensional International Core Fixed Income ETF as of Q3 2024.

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