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 99,386 shares of DFIV stock, worth $3.55 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

99,386

Previous 106,883 7.01%

Holding current value

$3.55 Million

Previous $3.84 Million 1.48%

% of portfolio

0.13%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$34.66 - $38.38 $259,846 - $287,734	-7,497 Reduced 7.01%	99,386 $3.78 Million
Q2 2024 Jul 31, 2024	SELL	$35.5 - $38.02 $41,357 - $44,293	-1,165 Reduced 1.08%	106,883 $3.84 Million
Q1 2024 Apr 24, 2024	BUY	$33.15 - $36.75 $91,958 - $101,944	2,774 Added 2.64%	108,048 $3.97 Million
Q4 2023 Feb 06, 2024	SELL	$30.86 - $34.46 $4,104 - $4,583	-133 Reduced 0.13%	105,274 $3.62 Million
Q3 2023 Nov 08, 2023	BUY	$32.1 - $34.42 $38,552 - $41,338	1,201 Added 1.15%	105,407 $3.44 Million
Q2 2023 Aug 09, 2023	BUY	$31.45 - $33.77 $6,384 - $6,855	203 Added 0.2%	104,206 $3.42 Million
Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $888,890 - $975,063	29,211 Added 39.06%	104,003 $3.35 Million
Q4 2022 Feb 03, 2023	BUY	$25.88 - $31.1 $140,528 - $168,873	5,430 Added 7.83%	74,792 $2.27 Million
Q3 2022 Nov 07, 2022	SELL	$25.71 - $30.57 $705,071 - $838,351	-27,424 Reduced 28.33%	69,362 $1.79 Million
Q2 2022 Jul 22, 2022	BUY	$28.66 - $33.84 $2.77 Million - $3.28 Million	96,786 New	96,786 $2.8 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Spire Wealth Management Dimensional ETF Tr Transaction History