Spire Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Spire Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,275	Closed	-$342K	–	2188
2024 Q2	$342K	Sell	7,275 -167	-2%	-$7.84K	0.01%	575
2024 Q1	$350K	Buy	7,442 +414	+6%	+$19.5K	0.01%	617
2023 Q4	$330K	Buy	7,028 +370	+6%	+$17.2K	0.01%	622
2023 Q3	$309K	Buy	6,658 +1,368	+26%	+$63.6K	0.01%	588
2023 Q2	$245K	Sell	5,290 -58	-1%	-$2.7K	0.01%	665
2023 Q1	$250K	Buy	5,348 +3,559	+199%	+$165K	0.01%	663
2022 Q4	$82K	Buy	1,789 +507	+40%	+$23.3K	﹤0.01%	812
2022 Q3	$59K	Buy	+1,282	New	+$60K	﹤0.01%	892

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Spire Wealth Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2024, closing a stake of 7,275 shares — an estimated $342K sold.

Spire Wealth Management first reported a position in DFSD in Q3 2022 and held it in 8 quarters. The position peaked at $350K in Q1 2024. 249 funds tracked by Wall St. Rank hold DFSD as of Q3 2024.

Spire Wealth Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 7,275 Dimensional Short-Duration Fixed Income ETF shares in Q3 2024, an estimated $342K.
Spire Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and held it in 8 quarters.
Spire Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $350K in Q1 2024.
249 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2024.

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