Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 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 15,342 shares of DFSV stock, worth $438,934. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,342
Previous 11,907 28.85%
Holding current value
$438,934
Previous $366,000 17.76%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
440
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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