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 240,495 shares of DFUS stock, worth $15.8 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
240,495
Previous 247,181 2.7%
Holding current value
$15.8 Million
Previous $14.5 Million 2.83%
% of portfolio
0.51%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$56.04 - $62.2 $374,683 - $415,869
-6,686 Reduced 2.7%
240,495 $15 Million
Q2 2024

Jul 31, 2024

SELL
$53.83 - $59.14 $175,216 - $192,500
-3,255 Reduced 1.3%
247,181 $14.5 Million
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
$38.86 - $44.32 $332,291 - $378,980
8,551 Added 4.31%
207,050 $8.62 Million
Q3 2022

Nov 07, 2022

SELL
$38.82 - $46.57 $2.05 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

About DIMENSIONAL ETF TR U S EQUITY


  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.