Spire Wealth Management Dimensional ETF Tr U S Core Eq Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Spire Wealth Management holds 1,215 shares of DFAC stock, worth $42,099. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,215
Previous 9,315
86.96%
Holding current value
$42,099
Previous $322,000
87.58%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio