LifePro Asset Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

LifePro Asset Management’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$394K	Hold	7,408	–	–	0.24%	94
2024 Q2	$379K	Hold	7,408	–	–	0.27%	80
2024 Q1	$384K	Buy	7,408 +1,401	+23%	+$72.1K	0.25%	84
2023 Q4	$312K	Sell	6,007 -180	-3%	-$9.04K	0.24%	83
2023 Q3	$308K	Buy	+6,187	New	+$314K	0.25%	80

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

LifePro Asset Management held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q3 2024 at 7,408 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #94.

LifePro Asset Management first reported a position in DFSB in Q3 2023 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold DFSB as of Q3 2024.

LifePro Asset Management held 7,408 shares of Dimensional Global Sustainability Fixed Income ETF worth $394K as of Q3 2024.
LifePro Asset Management left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q3 2024.
Dimensional Global Sustainability Fixed Income ETF made up 0.24% of LifePro Asset Management's portfolio in Q3 2024, its #94 holding.
LifePro Asset Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2024.

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