Spire Wealth Management Dimensional ETF Tr U S Equity Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 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 241,574 shares of DFUS stock, worth $15.8 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
241,574
Previous 240,495
0.45%
Holding current value
$15.8 Million
Previous $15 Million
3.02%
% of portfolio
0.49%
Previous 0.51%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
690Shares Held
143MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$574 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$522 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$381 Million20.61% of portfolio
-
Plancorp, LLC4.96MShares$326 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio