Spire Wealth Management Dimensional ETF Tr Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 25,647 shares of DFAI stock, worth $799,160. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,647

Previous 32,213 20.38%

Holding current value

$799,160

Previous $1.02 Million 26.88%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$29.0 - $31.6 $190,414 - $207,485	-6,566 Reduced 20.38%	25,647 $748,000
Q3 2024 Oct 15, 2024	SELL	$28.69 - $32.06 $275,165 - $307,487	-9,591 Reduced 22.94%	32,213 $1.02 Million
Q2 2024 Jul 31, 2024	SELL	$28.93 - $30.91 $98,159 - $104,877	-3,393 Reduced 7.51%	41,804 $1.24 Million
Q1 2024 Apr 24, 2024	BUY	$27.74 - $30.27 $39,168 - $42,741	1,412 Added 3.22%	45,197 $1.37 Million
Q4 2023 Feb 06, 2024	BUY	$24.88 - $28.69 $197,422 - $227,655	7,935 Added 22.13%	43,785 $1.25 Million
Q3 2023 Nov 08, 2023	BUY	$26.0 - $28.17 $64,038 - $69,382	2,463 Added 7.38%	35,850 $936,000
Q2 2023 Aug 09, 2023	BUY	$26.46 - $28.05 $77,130 - $81,765	2,915 Added 9.57%	33,387 $912,000
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $554,796 - $604,092	22,007 Added 259.98%	30,472 $821,000
Q4 2022 Feb 03, 2023	BUY	$21.47 - $25.85 $114,864 - $138,297	5,350 Added 171.75%	8,465 $212,000
Q3 2022 Nov 07, 2022	SELL	$21.44 - $25.78 $115,647 - $139,057	-5,394 Reduced 63.39%	3,115 $67,000
Q4 2021 Jan 14, 2022	BUY	$28.27 - $30.4 $42,405 - $45,600	1,500 Added 21.4%	8,509 $252,000
Q3 2021 Oct 22, 2021	BUY	$28.39 - $30.41 $52,947 - $56,714	1,865 Added 36.26%	7,009 $203,000
Q2 2021 Jul 26, 2021	BUY	$28.24 - $30.33 $133,970 - $143,885	4,744 Added 1186.0%	5,144 $150,000
Q1 2021 May 21, 2021	BUY	$26.33 - $28.4 $10,532 - $11,360	400 New	400 $11,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Spire Wealth Management Dimensional ETF Tr Transaction History