Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 102,316 shares of DFIS stock, worth $2.68 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
102,316
Previous 101,248
1.05%
Holding current value
$2.68 Million
Previous $2.72 Million
7.51%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding DFIS
# of Institutions
236Shares Held
81.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$463 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$325 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$279 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$99.9 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$68.1 Million3.04% of portfolio