Spire Wealth Management Dimensional ETF Tr U S Target Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
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 172,106 shares of DFAT stock, worth $9.92 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
172,106
Previous 173,454
0.78%
Holding current value
$9.92 Million
Previous $8.93 Million
3.97%
% of portfolio
0.34%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
792Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$539 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$356 Million19.45% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio