Spire Wealth Management Dimensional ETF Tr Short Durat Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$46.64 - $47.15 $7,788 - $7,874	-167 Reduced 2.24%	7,275 $341,000
Q1 2024 Apr 24, 2024	BUY	$46.78 - $47.19 $19,366 - $19,536	414 Added 5.89%	7,442 $350,000
Q4 2023 Feb 06, 2024	BUY	$46.16 - $47.09 $17,079 - $17,423	370 Added 5.56%	7,028 $330,000
Q3 2023 Nov 08, 2023	BUY	$46.24 - $46.65 $63,256 - $63,817	1,368 Added 25.86%	6,658 $308,000
Q2 2023 Aug 09, 2023	SELL	$46.28 - $46.83 $2,684 - $2,716	-58 Reduced 1.08%	5,290 $245,000
Q1 2023 May 09, 2023	BUY	$46.1 - $46.75 $164,069 - $166,383	3,559 Added 198.94%	5,348 $249,000
Q4 2022 Feb 03, 2023	BUY	$45.19 - $46.47 $22,911 - $23,560	507 Added 39.55%	1,789 $82,000
Q3 2022 Nov 07, 2022	BUY	$45.55 - $47.51 $58,395 - $60,907	1,282 New	1,282 $59,000

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.2 Million
1.09% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.02M
Shares

$95.7 Million
2.21% of portfolio
Planning Center, Inc.

2.01M
Shares

$95.1 Million
16.23% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
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