Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 110,812 shares of DFIS stock, worth $3.22 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
110,812
Previous 102,316
8.3%
Holding current value
$3.22 Million
Previous $2.51 Million
13.97%
% of portfolio
0.09%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$535 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$332 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio