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LifePro Asset Management’s Dimensional Global Credit ETF DGCB Stock Holding History

LifePro Asset Management’s Portfolio DGCB Stock Details DGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.23M Buy
40,611
+4,340
+12% +$234K 1.36% 26
2024
Q2 		$1.91M Buy
36,271
+3,993
+12% +$210K 1.37% 26
2024
Q1 		$1.71M Buy
+32,278
New +$1.7M 1.13% 30

Other funds holding DGCB

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DB
Dravo Bay Rehoboth Beach, Delaware $246M AUM 15.09% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

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

LifePro Asset Management increased its Dimensional Global Credit ETF (DGCB) stake by 12% in Q3 2024, buying an estimated $234K and bringing the position to 40,611 shares worth $2.23M. The position accounts for 1.36% of the portfolio, ranked #26.

LifePro Asset Management first reported a position in DGCB in Q1 2024 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold DGCB as of Q3 2024.

  • LifePro Asset Management held 40,611 shares of Dimensional Global Credit ETF worth $2.23M as of Q3 2024.
  • LifePro Asset Management bought 4,340 Dimensional Global Credit ETF shares in Q3 2024, an estimated $234K.
  • Dimensional Global Credit ETF made up 1.36% of LifePro Asset Management's portfolio in Q3 2024, its #26 holding.
  • LifePro Asset Management first reported a position in Dimensional Global Credit ETF in Q1 2024 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Dimensional Global Credit ETF as of Q3 2024.

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