Spire Wealth Management Dimensional ETF Tr U S Target Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Spire Wealth Management holds 169,164 shares of DFAT stock, worth $9.74 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
169,164
Previous 167,393
1.06%
Holding current value
$9.74 Million
Previous $9.31 Million
1.11%
% of portfolio
0.3%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
680Shares Held
158MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$815 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$716 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$506 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$415 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$296 Million2.33% of portfolio