Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spire Wealth Management holds 94,311 shares of DISV stock, worth $2.71 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
94,311
Previous 93,635
0.72%
Holding current value
$2.71 Million
Previous $2.55 Million
0.31%
% of portfolio
0.09%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$241 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$173 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.5 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.5 Million1.17% of portfolio