Spire Wealth Management Dimensional ETF Tr Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 18,146 shares of DFAE stock, worth $471,614. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,146

Previous 17,226 5.34%

Holding current value

$471,614

Previous $415,000 7.95%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$22.74 - $24.88 $20,920 - $22,889	920 Added 5.34%	18,146 $448,000
Q4 2023 Feb 06, 2024	BUY	$21.63 - $24.11 $12,502 - $13,935	578 Added 3.47%	17,226 $415,000
Q3 2023 Nov 08, 2023	BUY	$22.43 - $24.83 $24,426 - $27,039	1,089 Added 7.0%	16,648 $375,000
Q2 2023 Aug 09, 2023	BUY	$22.38 - $24.3 $1,275 - $1,385	57 Added 0.37%	15,559 $365,000
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $241,518 - $270,128	11,089 Added 251.28%	15,502 $356,000

Q4 2022 Feb 03, 2023	BUY	$20.68 - $22.73 $62,308 - $68,485	3,013 Added 215.21%	4,413 $97,000
Q3 2022 Nov 07, 2022	SELL	$20.79 - $23.68 $113,118 - $128,842	-5,441 Reduced 79.54%	1,400 $28,000
Q3 2021 Oct 22, 2021	BUY	$26.95 - $29.48 $17,517 - $19,162	650 Added 10.5%	6,841 $186,000
Q2 2021 Jul 26, 2021	BUY	$27.87 - $30.1 $137,705 - $148,724	4,941 Added 395.28%	6,191 $183,000
Q1 2021 May 21, 2021	BUY	$27.13 - $29.82 $33,912 - $37,275	1,250 New	1,250 $35,000

Others Institutions Holding DFAE

# of Institutions

425

Shares Held

119M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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 Dimensional ETF Tr Transaction History