Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 12,440 shares of DFSV stock, worth $394,472. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,440

Previous 15,342 18.92%

Holding current value

$394,472

Previous $431,000 15.08%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$24.21 - $29.47 $70,257 - $85,521	-2,902 Reduced 18.92%	12,440 $366,000
Q1 2025 Apr 23, 2025	BUY	$27.56 - $32.1 $94,668 - $110,263	3,435 Added 28.85%	15,342 $431,000
Q4 2024 Jan 24, 2025	BUY	$30.18 - $33.87 $46,356 - $52,024	1,536 Added 14.81%	11,907 $366,000
Q3 2024 Oct 15, 2024	SELL	$28.25 - $31.7 $6,836 - $7,671	-242 Reduced 2.28%	10,371 $319,000
Q2 2024 Jul 31, 2024	BUY	$27.81 - $30.13 $62,461 - $67,671	2,246 Added 26.84%	10,613 $305,000
Q1 2024 Apr 24, 2024	BUY	$27.45 - $30.1 $59,511 - $65,256	2,168 Added 34.97%	8,367 $251,000
Q4 2023 Feb 06, 2024	BUY	$23.61 - $29.53 $89,198 - $111,564	3,778 Added 156.05%	6,199 $180,000
Q3 2023 Nov 08, 2023	BUY	$24.97 - $27.69 $60,452 - $67,037	2,421 New	2,421 $61,000

Others Institutions Holding DFSV

# of Institutions

482

Shares Held

130M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History