Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 102,316 shares of DFIS stock, worth $2.58 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

102,316

Previous 101,248 1.05%

Holding current value

$2.58 Million

Previous $2.72 Million 7.51%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$24.25 - $26.7 $25,899 - $28,515	1,068 Added 1.05%	102,316 $2.51 Million
Q3 2024 Oct 15, 2024	BUY	$24.06 - $26.97 $84,474 - $94,691	3,511 Added 3.59%	101,248 $2.72 Million
Q2 2024 Jul 31, 2024	SELL	$24.08 - $25.86 $19,384 - $20,817	-805 Reduced 0.82%	97,737 $2.41 Million
Q1 2024 Apr 24, 2024	BUY	$23.13 - $25.1 $18,619 - $20,205	805 Added 0.82%	98,542 $2.47 Million
Q4 2023 Feb 06, 2024	BUY	$20.55 - $24.23 $118,388 - $139,589	5,761 Added 6.26%	97,737 $2.36 Million
Q1 2023 May 09, 2023	BUY	$21.65 - $23.87 $229,186 - $252,687	10,586 Added 13.01%	91,976 $2.11 Million
Q4 2022 Feb 03, 2023	BUY	$18.29 - $22.14 $1.49 Million - $1.8 Million	81,390 New	81,390 $1.75 Million
Q2 2022 Jul 22, 2022	BUY	$20.78 - $25.18 $82,288 - $99,712	3,960 New	3,960 $82,000

Others Institutions Holding DFIS

# of Institutions

200

Shares Held

81.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History