Spire Wealth Management Dimensional ETF Tr U S Equity Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Spire Wealth Management holds 250,436 shares of DFUS stock, worth $14.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

250,436

Previous 247,891 1.03%

Holding current value

$14.7 Million

Previous $12.8 Million 11.06%

% of portfolio

0.47%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$50.79 - $56.98 $129,260 - $145,014	2,545 Added 1.03%	250,436 $14.3 Million
Q4 2023 Feb 06, 2024	SELL	$44.51 - $52.0 $144,969 - $169,364	-3,257 Reduced 1.3%	247,891 $12.8 Million
Q3 2023 Nov 08, 2023	SELL	$46.29 - $49.87 $6,850 - $7,380	-148 Reduced 0.06%	251,148 $11.7 Million
Q2 2023 Aug 09, 2023	SELL	$43.77 - $48.16 $24,773 - $27,258	-566 Reduced 0.22%	251,296 $12.1 Million
Q1 2023 May 09, 2023	BUY	$41.24 - $45.43 $1.85 Million - $2.04 Million	44,812 Added 21.64%	251,862 $11.2 Million

Q4 2022 Feb 03, 2023	BUY	$40.71 - $44.32 $348,111 - $378,980	8,551 Added 4.31%	207,050 $8.62 Million
Q3 2022 Nov 07, 2022	SELL	$39.83 - $46.57 $2.1 Million - $2.45 Million	-52,696 Reduced 20.98%	198,499 $7.71 Million
Q2 2022 Jul 22, 2022	BUY	$39.62 - $49.51 $9.95 Million - $12.4 Million	251,195 New	251,195 $10.2 Million

Others Institutions Holding DFUS

# of Institutions

595

Shares Held

113M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Dimensional ETF Tr U S Equity Transaction History