Spire Wealth Management Dimensional ETF Tr U S Small C Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 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 130,869 shares of DFAS stock, worth $8.47 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
130,869
Previous 132,515
1.24%
Holding current value
$8.47 Million
Previous $8.26 Million
4.82%
% of portfolio
0.28%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio