LAM
DFSD

LifePro Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

LifePro Asset Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.83M Buy
80,175
+14,573
+22% +$692K 2.34% 5
2024
Q2 		$3.08M Buy
65,602
+10,606
+19% +$498K 2.21% 13
2024
Q1 		$2.59M Buy
+54,996
New +$2.58M 1.71% 19

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 22% in Q3 2024, buying an estimated $692K and bringing the position to 80,175 shares worth $3.83M. The position accounts for 2.34% of the portfolio, ranked #5.

LifePro Asset Management first reported a position in DFSD in Q1 2024 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

  • LifePro Asset Management held 80,175 shares of Dimensional Short-Duration Fixed Income ETF worth $3.83M as of Q3 2024.
  • LifePro Asset Management bought 14,573 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $692K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.34% of LifePro Asset Management's portfolio in Q3 2024, its #5 holding.
  • LifePro Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

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