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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

Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Hill Investment Group Partners
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
Alpha Financial Advisors
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mattern Wealth Management
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PrairieView Partners
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.