Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 109,640 shares of DFIS stock, worth $3.48 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

109,640

Previous 110,812 1.06%

Holding current value

$3.48 Million

Previous $2.86 Million 14.25%

% of portfolio

0.12%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$23.2 - $29.84 $27,190 - $34,972	-1,172 Reduced 1.06%	109,640 $3.27 Million
Q1 2025 Apr 23, 2025	BUY	$23.92 - $26.89 $203,224 - $228,457	8,496 Added 8.3%	110,812 $2.86 Million
Q4 2024 Jan 24, 2025	BUY	$24.25 - $26.7 $25,899 - $28,515	1,068 Added 1.05%	102,316 $2.51 Million
Q3 2024 Oct 15, 2024	BUY	$24.06 - $26.97 $84,474 - $94,691	3,511 Added 3.59%	101,248 $2.72 Million
Q2 2024 Jul 31, 2024	SELL	$24.08 - $25.86 $19,384 - $20,817	-805 Reduced 0.82%	97,737 $2.41 Million
Q1 2024 Apr 24, 2024	BUY	$23.13 - $25.1 $18,619 - $20,205	805 Added 0.82%	98,542 $2.47 Million
Q4 2023 Feb 06, 2024	BUY	$20.55 - $24.23 $118,388 - $139,589	5,761 Added 6.26%	97,737 $2.36 Million
Q1 2023 May 09, 2023	BUY	$21.65 - $23.87 $229,186 - $252,687	10,586 Added 13.01%	91,976 $2.11 Million
Q4 2022 Feb 03, 2023	BUY	$18.29 - $22.14 $1.49 Million - $1.8 Million	81,390 New	81,390 $1.75 Million
Q2 2022 Jul 22, 2022	BUY	$20.78 - $25.18 $82,288 - $99,712	3,960 New	3,960 $82,000

Others Institutions Holding DFIS

# of Institutions

273

Shares Held

85.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History