LAM
DFSI

LifePro Asset Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

LifePro Asset Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$657K Buy
18,382
+7,063
+62% +$242K 0.4% 69
2024
Q2 		$373K Buy
11,319
+336
+3% +$11.2K 0.27% 83
2024
Q1 		$370K Buy
+10,983
New +$355K 0.24% 87

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 62% in Q3 2024, buying an estimated $242K and bringing the position to 18,382 shares worth $657K. The position accounts for 0.4% of the portfolio, ranked #69.

LifePro Asset Management first reported a position in DFSI in Q1 2024 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DFSI as of Q3 2024.

  • LifePro Asset Management held 18,382 shares of Dimensional International Sustainability Core 1 ETF worth $657K as of Q3 2024.
  • LifePro Asset Management bought 7,063 Dimensional International Sustainability Core 1 ETF shares in Q3 2024, an estimated $242K.
  • Dimensional International Sustainability Core 1 ETF made up 0.4% of LifePro Asset Management's portfolio in Q3 2024, its #69 holding.
  • LifePro Asset Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2024.

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