Spire Wealth Management DFUS — DIMENSIONAL ETF TRUST

Ownership history in Spire Wealth Management  ·  16 quarters on record

AI Ownership Summary

Spire Wealth Management reported DIMENSIONAL ETF TRUST (DFUS) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q4. The latest visible filing shows DFUS at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFUS was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFUS stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held DFUS — position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 248,067 -1,599 -0.6% 0.60% $17.6M 2026-04-22 $77.57
2025 Q4 ADDED — — — 249,666 +3,217 +1.3% 0.62% $18.5M 2026-01-14 $75.14
2025 Q3 REDUCED — — — 246,449 -2,417 -1.0% 0.61% $17.9M 2025-10-23 $72.72
2025 Q2 ADDED — — — 248,866 +487 +0.2% 0.60% $16.7M 2025-08-04 $68.01
2025 Q1 ADDED — — — 248,379 +6,805 +2.8% 0.48% $15.0M 2025-04-23 $57.37
2024 Q4 ADDED — — — 241,574 +1,079 +0.4% 0.48% $15.4M 2025-01-24 $65.54
2024 Q3 REDUCED — — — 240,495 -6,686 -2.7% 0.50% $15.0M 2024-10-15 $61.92
2024 Q2 REDUCED — — — 247,181 -3,255 -1.3% 0.51% $14.5M 2024-07-31 $58.82
2024 Q1 ADDED — — — 250,436 +2,545 +1.0% 0.26% $14.3M 2024-04-24 $53.93
2023 Q4 REDUCED — — — 247,891 -3,257 -1.3% 0.43% $13.0M 2024-02-06 $52.43
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFUS

As of 2026 Q1 — sorted by position size

Graver Capital Management, LLC 28.98% Heritage Wealth Management, Inc./Texas 3Y 27.11% AG Asset Advisory, LLC 26.95% Flagstone Financial Management 3Y 26.95% Tencap Wealth Coaching, LLC 22.5% Great Waters Wealth Management 3Y 21.15% Colony Family Offices, LLC 3Y 20.25% Foundry Financial LLC 20.22% Root Financial Partners, LLC 20.09% Disciplined Equity Management, Inc. 3Y 18.66%

FAQ About Spire Wealth Management and DFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning DFUS?

Spire Wealth Management reported DFUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFUS position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for DFUS was 0.62% in 2025 Q4.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 248,067 shares, equal to 0.60% of portfolio, with an estimated market value of $17.6M.

What does the chart on this DFUS ownership page compare?

The chart compares Spire Wealth Management's quarterly DFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their DFUS position?

Based on 13F filing dates vs. subsequent DFUS price moves, Spire Wealth Management correctly timed 6 out of 15 reported position changes (40%). The annualised alpha on DFUS relative to SPY over the holding period was +0.1%.

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