Spire Wealth Management Dimensional ETF Tr Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 96,828 shares of DFIV stock, worth $4.44 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
96,828
Previous 96,777
0.05%
Holding current value
$4.44 Million
Previous $3.81 Million
8.87%
% of portfolio
0.15%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
750Shares Held
264MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio