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%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$63.58 - $71.15 $86,023 - $96,265	1,353 Added 1.05%	130,317 $8.48 Million
Q3 2024 Oct 15, 2024	SELL	$59.25 - $65.33 $112,871 - $124,453	-1,905 Reduced 1.46%	128,964 $8.36 Million
Q2 2024 Jul 31, 2024	SELL	$57.42 - $62.37 $94,513 - $102,661	-1,646 Reduced 1.24%	130,869 $7.86 Million
Q1 2024 Apr 24, 2024	BUY	$56.66 - $62.34 $101,308 - $111,463	1,788 Added 1.37%	132,515 $8.26 Million
Q4 2023 Feb 06, 2024	SELL	$48.83 - $60.51 $79,348 - $98,328	-1,625 Reduced 1.23%	130,727 $7.79 Million
Q3 2023 Nov 08, 2023	BUY	$51.84 - $57.67 $18,195 - $20,242	351 Added 0.27%	132,352 $6.95 Million
Q2 2023 Aug 09, 2023	SELL	$49.85 - $54.8 $16,799 - $18,467	-337 Reduced 0.25%	132,001 $7.23 Million
Q1 2023 May 09, 2023	BUY	$50.35 - $57.8 $992,046 - $1.14 Million	19,703 Added 17.49%	132,338 $6.97 Million
Q4 2022 Feb 03, 2023	BUY	$47.77 - $54.73 $571,711 - $655,008	11,968 Added 11.89%	112,635 $5.76 Million
Q3 2022 Nov 07, 2022	SELL	$46.47 - $55.84 $1.62 Million - $1.94 Million	-34,801 Reduced 25.69%	100,667 $4.68 Million
Q2 2022 Jul 22, 2022	BUY	$46.65 - $56.4 $6.32 Million - $7.64 Million	135,468 New	135,468 $6.5 Million

Others Institutions Holding DFAS

# of Institutions

783

Shares Held

119M

Call Options Held

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Dimensional ETF Tr U S Small C Transaction History