SWM
Spire Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
248,866
+487
| +0.2% | +$32.6K | 0.6% | 37 |
|
|
2025
Q1 | $15M | Buy |
248,379
+6,805
| +3% | +$412K | 0.48% | 41 |
|
|
2024
Q4 | $15.4M | Buy |
241,574
+1,079
| +0.4% | +$68.8K | 0.48% | 43 |
|
|
2024
Q3 | $15M | Sell |
240,495
-6,686
| -3% | -$416K | 0.5% | 42 |
|
|
2024
Q2 | $14.5M | Sell |
247,181
-3,255
| -1% | -$192K | 0.51% | 39 |
|
|
2024
Q1 | $14.3M | Buy |
250,436
+2,545
| +1% | +$145K | 0.26% | 80 |
|
|
2023
Q4 | $13M | Sell |
247,891
-3,257
| -1% | -$171K | 0.43% | 48 |
|
|
2023
Q3 | $11.7M | Sell |
251,148
-148
| -0.1% | -$6.89K | 0.45% | 56 |
|
|
2023
Q2 | $12.1M | Sell |
251,296
-566
| -0.2% | -$27.3K | 0.45% | 48 |
|
|
2023
Q1 | $11.2M | Buy |
251,862
+44,812
| +22% | +$1.99M | 0.44% | 48 |
|
|
2022
Q4 | $8.62M | Buy |
207,050
+8,551
| +4% | +$356K | 0.48% | 45 |
|
|
2022
Q3 | $7.71M | Sell |
198,499
-52,696
| -21% | -$2.05M | 0.47% | 48 |
|
|
2022
Q2 | $10.2M | Buy |
+251,195
| New | +$10.2M | 0.42% | 59 |
|