Spire Wealth Management Dimensional ETF Tr Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$34.53 - $37.67 $20,234 - $22,074	586 Added 1.86%	32,127 $1.2 Million
Q1 2024 Apr 24, 2024	SELL	$32.59 - $36.54 $86,656 - $97,159	-2,659 Reduced 7.77%	31,541 $1.15 Million
Q4 2023 Feb 06, 2024	BUY	$28.58 - $33.37 $523,871 - $611,672	18,330 Added 115.5%	34,200 $1.14 Million
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $126,160 - $136,070	4,235 Added 36.4%	15,870 $475,000
Q2 2023 Aug 09, 2023	BUY	$28.25 - $30.99 $4,491 - $4,927	159 Added 1.39%	11,635 $360,000
Q1 2023 May 09, 2023	BUY	$26.87 - $29.65 $80,395 - $88,712	2,992 Added 35.27%	11,476 $330,000
Q4 2022 Feb 03, 2023	BUY	$25.24 - $28.83 $143,211 - $163,581	5,674 Added 201.92%	8,484 $229,000
Q3 2022 Nov 07, 2022	BUY	$25.15 - $30.14 $56,839 - $68,116	2,260 Added 410.91%	2,810 $71,000
Q3 2021 Oct 22, 2021	BUY	$29.64 - $31.67 $16,302 - $17,418	550 New	550 $17,000

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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