Spire Wealth Management Dimensional ETF Tr U S Equity Transaction History
Spire Wealth Management
- $2.95 Billion
- Q3 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 240,495 shares of DFUS stock, worth $15.7 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
240,495
Previous 247,181
2.7%
Holding current value
$15.7 Million
Previous $14.5 Million
2.83%
% of portfolio
0.51%
Previous 0.51%
Shares
10 transactions
Others Institutions Holding DFUS
# of Institutions
645Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$573 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$521 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$383 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$325 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$270 Million0.08% of portfolio