DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in LifePro Asset Management  Β·  5 quarters on record

AI Ownership Summary

LifePro Asset Management reported DIMENSIONAL ETF TRUST (DFAC) in 5 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 2.37% in 2024 Q2. The latest visible filing shows DFAC at 1.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifePro Asset Management's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

DFAC was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LifePro Asset Management held DFAC β€” position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 94,276 -8,429 -8.2% 1.98% $3.2M 2024-11-14 (Est.) $35.08
2024 Q2 REDUCED 102,705 -883 -0.9% 2.37% $3.3M 2024-07-10 $32.26
2024 Q1 ADDED 103,588 +11,999 +13.1% 2.19% $3.3M 2024-04-25 $29.95
2023 Q4 ADDED 91,589 +47,319 +106.9% 2.07% $2.7M 2024-02-15 $29.72
2023 Q3 INITIATED 44,270 β€” β€” 0.96% $1.2M 2023-10-05 $25.13

FAQ About LifePro Asset Management and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifePro Asset Management reported owning DFAC?

LifePro Asset Management reported DFAC across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported DFAC position in LifePro Asset Management's portfolio?

The largest reported portfolio weight for DFAC was 2.37% in 2024 Q2.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2024 Q3, when LifePro Asset Management reported 94,276 shares, equal to 1.98% of portfolio, with an estimated market value of $3.2M.

What does the chart on this DFAC ownership page compare?

The chart compares LifePro Asset Management's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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