Spire Wealth Management Dimensional ETF Tr U S Small C Transaction History

Spire Wealth Management

  • $3.13 Billion
  • Q4 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Spire Wealth Management holds 130,317 shares of DFAS stock, worth $8.24 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
130,317
Previous 128,964 1.05%
Holding current value
$8.24 Million
Previous $8.36 Million 1.4%
% of portfolio
0.27%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$63.58 - $71.15 $86,023 - $96,265
1,353 Added 1.05%
130,317 $8.48 Million
Q3 2024

Oct 15, 2024
SELL
$59.25 - $65.33 $112,871 - $124,453
-1,905 Reduced 1.46%
128,964 $8.36 Million
Q2 2024

Jul 31, 2024
SELL
$57.42 - $62.37 $94,513 - $102,661
-1,646 Reduced 1.24%
130,869 $7.86 Million
Q1 2024

Apr 24, 2024
BUY
$56.66 - $62.34 $101,308 - $111,463
1,788 Added 1.37%
132,515 $8.26 Million
Q4 2023

Feb 06, 2024
SELL
$48.83 - $60.51 $79,348 - $98,328
-1,625 Reduced 1.23%
130,727 $7.79 Million
Q3 2023

Nov 08, 2023
BUY
$51.84 - $57.67 $18,195 - $20,242
351 Added 0.27%
132,352 $6.95 Million
Q2 2023

Aug 09, 2023
SELL
$49.85 - $54.8 $16,799 - $18,467
-337 Reduced 0.25%
132,001 $7.23 Million
Q1 2023

May 09, 2023
BUY
$50.35 - $57.8 $992,046 - $1.14 Million
19,703 Added 17.49%
132,338 $6.97 Million
Q4 2022

Feb 03, 2023
BUY
$47.77 - $54.73 $571,711 - $655,008
11,968 Added 11.89%
112,635 $5.76 Million
Q3 2022

Nov 07, 2022
SELL
$46.47 - $55.84 $1.62 Million - $1.94 Million
-34,801 Reduced 25.69%
100,667 $4.68 Million
Q2 2022

Jul 22, 2022
BUY
$46.65 - $56.4 $6.32 Million - $7.64 Million
135,468 New
135,468 $6.5 Million

Others Institutions Holding DFAS

# of Institutions
777
Shares Held
118M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email