Spire Wealth Management Dimensional ETF Tr U S Small C Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Spire Wealth Management holds 130,317 shares of DFAS stock, worth $8.03 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
130,317
Previous 128,964
1.05%
Holding current value
$8.03 Million
Previous $8.36 Million
1.4%
% of portfolio
0.27%
Previous 0.28%
Shares
11 transactions
Others Institutions Holding DFAS
# of Institutions
783Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$816 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$464 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$403 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$319 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$168 Million1.82% of portfolio