Spire Wealth Management Davis Fundamental ETF Tr Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Davis Fundamental ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 2,672 shares of DUSA stock, worth $127,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,672

Previous 2,715 1.58%

Holding current value

$127,935

Previous $129,000 1.55%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$46.5 - $49.0 $1,999 - $2,107	-43 Reduced 1.58%	2,672 $127,000
Q1 2025 Apr 23, 2025	SELL	$41.58 - $46.14 $4,573 - $5,075	-110 Reduced 3.89%	2,715 $114,000
Q4 2024 Jan 24, 2025	BUY	$40.91 - $45.07 $981 - $1,081	24 Added 0.86%	2,825 $118,000
Q3 2024 Oct 15, 2024	SELL	$37.9 - $42.15 $947 - $1,053	-25 Reduced 0.88%	2,801 $116,000
Q4 2023 Feb 06, 2024	BUY	$30.18 - $36.37 $2,776 - $3,346	92 Added 3.37%	2,826 $99,000

Q3 2023 Nov 08, 2023	BUY	$31.44 - $34.13 $85,956 - $93,311	2,734 New	2,734 $86,000
Q2 2022 Jul 22, 2022	SELL	$26.84 - $33.28 $924,933 - $1.15 Million	-34,461 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$30.43 - $36.27 $50,939 - $60,715	-1,674 Reduced 4.63%	34,461 $1.14 Million
Q4 2021 Jan 14, 2022	SELL	$33.26 - $36.01 $52,317 - $56,643	-1,573 Reduced 4.17%	36,135 $1.24 Million
Q3 2021 Oct 22, 2021	SELL	$33.65 - $35.71 $20,190 - $21,426	-600 Reduced 1.57%	37,708 $1.28 Million
Q2 2021 Jul 26, 2021	SELL	$33.5 - $36.21 $22,378 - $24,188	-668 Reduced 1.71%	38,308 $1.35 Million
Q1 2021 May 21, 2021	BUY	$28.98 - $33.13 $1.13 Million - $1.29 Million	38,976 New	38,976 $1.29 Million

Others Institutions Holding DUSA

# of Institutions

Shares Held

14.9M

Call Options Held

Put Options Held

View Full List

About DAVIS FUNDAMENTAL ETF TR

Ticker DUSA
Sector ETFs
Industry ETFs

More about DUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Davis Fundamental ETF Tr Transaction History