LAM
DFSU

LifePro Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

LifePro Asset Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.23M Buy
86,807
+34,083
+65% +$1.22M 1.98% 11
2024
Q2 		$1.84M Buy
52,724
+2,643
+5% +$89.6K 1.32% 27
2024
Q1 		$1.72M Buy
50,081
+42,774
+585% +$1.39M 1.14% 29
2023
Q4 		$227K Sell
7,307
-316
-4% -$9.1K 0.18% 95
2023
Q3 		$212K Buy
+7,623
New +$220K 0.17% 92

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 65% in Q3 2024, buying an estimated $1.22M and bringing the position to 86,807 shares worth $3.23M. The position accounts for 1.98% of the portfolio, ranked #11.

LifePro Asset Management first reported a position in DFSU in Q3 2023 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold DFSU as of Q3 2024.

  • LifePro Asset Management held 86,807 shares of Dimensional US Sustainability Core 1 ETF worth $3.23M as of Q3 2024.
  • LifePro Asset Management bought 34,083 Dimensional US Sustainability Core 1 ETF shares in Q3 2024, an estimated $1.22M.
  • Dimensional US Sustainability Core 1 ETF made up 1.98% of LifePro Asset Management's portfolio in Q3 2024, its #11 holding.
  • LifePro Asset Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2023 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2024.

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