Spire Wealth Management Dimensional ETF Tr U S Small C Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
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 134,116 shares of DFAS stock, worth $8.24 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
134,116
Previous 130,317
2.92%
Holding current value
$8.24 Million
Previous $8.48 Million
5.52%
% of portfolio
0.27%
Previous 0.27%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
819Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.03 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$490 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$359 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$330 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio