Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $2.82 Billion
- Q4 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 97,320 shares of DISV stock, worth $3.5 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
97,320
Previous 94,242
3.27%
Holding current value
$3.5 Million
Previous $3.36 Million
3.93%
% of portfolio
0.12%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio