Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 97,737 shares of DFIS stock, worth $2.61 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

97,737

Previous 98,542 0.82%

Holding current value

$2.61 Million

Previous $2.47 Million 2.51%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

184

Shares Held

61.4M

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