Spire Wealth Management Dimensional ETF Tr Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 32,213 shares of DFAI stock, worth $958,014. This represents 0.03% of its overall portfolio holdings.

Number of Shares

32,213

Previous 41,804 22.94%

Holding current value

$958,014

Previous $1.24 Million 17.5%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

538

Shares Held

179M

Call Options Held

7.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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