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Spire Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Spire Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,140
Closed -$46.6K – 2187
2024
Q2 		$46.6K Sell
1,140
-419
-27% -$17.1K ﹤0.01% 1149
2024
Q1 		$64.3K Buy
+1,559
New +$64K ﹤0.01% 1129

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return

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

Spire Wealth Management sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q3 2024, closing a stake of 1,140 shares — an estimated $46.6K sold.

Spire Wealth Management first reported a position in DFIP in Q1 2024 and held it in 2 quarters. The position peaked at $64.3K in Q1 2024. 110 funds tracked by Wall St. Rank hold DFIP as of Q3 2024.

  • Spire Wealth Management reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,140 Dimensional Inflation-Protected Securities ETF shares in Q3 2024, an estimated $46.6K.
  • Spire Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q1 2024 and held it in 2 quarters.
  • Spire Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $64.3K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2024.

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