LAM
DFSV

LifePro Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

LifePro Asset Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$267K Sell
8,685
-38
-0.4% -$1.14K 0.16% 122
2024
Q2 		$251K Sell
8,723
-1,176
-12% -$34.1K 0.18% 110
2024
Q1 		$298K Buy
+9,899
New +$282K 0.2% 99

Other funds holding DFSV

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

LifePro Asset Management reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.44% in Q3 2024, selling an estimated $1.14K and leaving 8,685 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #122.

LifePro Asset Management first reported a position in DFSV in Q1 2024 and has held it in 3 quarters since. The position peaked at $298K in Q1 2024. 328 funds tracked by Wall St. Rank hold DFSV as of Q3 2024.

  • LifePro Asset Management held 8,685 shares of Dimensional US Small Cap Value ETF worth $267K as of Q3 2024.
  • LifePro Asset Management sold 38 Dimensional US Small Cap Value ETF shares in Q3 2024, an estimated $1.14K.
  • Dimensional US Small Cap Value ETF made up 0.16% of LifePro Asset Management's portfolio in Q3 2024, its #122 holding.
  • LifePro Asset Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 3 quarters since.
  • LifePro Asset Management's Dimensional US Small Cap Value ETF position peaked at $298K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2024.

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