Spire Wealth Management Dimensional ETF Tr Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 32,127 shares of DFAU stock, worth $1.27 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,127
Previous 31,541
1.86%
Holding current value
$1.27 Million
Previous $1.15 Million
4.51%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio