LAM
DFSE

LifePro Asset Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

LifePro Asset Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$341K Buy
9,632
+2,640
+38% +$89.3K 0.21% 100
2024
Q2 		$234K Buy
6,992
+154
+2% +$5.08K 0.17% 114
2024
Q1 		$220K Buy
+6,838
New +$214K 0.15% 120

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

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

LifePro Asset Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 38% in Q3 2024, buying an estimated $89.3K and bringing the position to 9,632 shares worth $341K. The position accounts for 0.21% of the portfolio, ranked #100.

LifePro Asset Management first reported a position in DFSE in Q1 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold DFSE as of Q3 2024.

  • LifePro Asset Management held 9,632 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $341K as of Q3 2024.
  • LifePro Asset Management bought 2,640 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2024, an estimated $89.3K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.21% of LifePro Asset Management's portfolio in Q3 2024, its #100 holding.
  • LifePro Asset Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2024.

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