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Spire Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Spire Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,100
Closed -$877K – 2186
2024
Q2 		$877K Buy
21,100
+81
+0.4% +$3.36K 0.03% 368
2024
Q1 		$882K Sell
21,019
-1,431
-6% -$60.1K 0.02% 399
2023
Q4 		$945K Buy
22,450
+5,018
+29% +$205K 0.03% 374
2023
Q3 		$704K Buy
17,432
+3,333
+24% +$137K 0.03% 406
2023
Q2 		$588K Buy
14,099
+323
+2% +$13.6K 0.02% 454
2023
Q1 		$585K Buy
13,776
+8,657
+169% +$366K 0.02% 455
2022
Q4 		$213K Buy
5,119
+2,855
+126% +$118K 0.01% 541
2022
Q3 		$93K Buy
+2,264
New +$98.3K 0.01% 730

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Spire Wealth Management's DFCF Position: Q3 2024 in Review

Spire Wealth Management sold out of Dimensional Core Fixed Income ETF (DFCF) in Q3 2024, closing a stake of 21,100 shares — an estimated $877K sold.

Spire Wealth Management first reported a position in DFCF in Q3 2022 and held it in 8 quarters. The position peaked at $945K in Q4 2023. 318 funds tracked by Wall St. Rank hold DFCF as of Q3 2024.

  • Spire Wealth Management reported no remaining Dimensional Core Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 21,100 Dimensional Core Fixed Income ETF shares in Q3 2024, an estimated $877K.
  • Spire Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and held it in 8 quarters.
  • Spire Wealth Management's Dimensional Core Fixed Income ETF position peaked at $945K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.