Spire Wealth Management Dimensional ETF Tr Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 96,777 shares of DFIV stock, worth $4.11 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
96,777
Previous 102,261 5.36%
Holding current value
$4.11 Million
Previous $3.63 Million 5.02%
% of portfolio
0.13%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$35.33 - $40.77 $193,749 - $223,582
-5,484 Reduced 5.36%
96,777 $3.81 Million
Q4 2024

Jan 24, 2025
BUY
$34.86 - $37.97 $100,222 - $109,163
2,875 Added 2.89%
102,261 $3.63 Million
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
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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