Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$3.13 Billion
Q4 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 90,416 shares of DISV stock, worth $2.47 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

90,416

Previous 85,864 5.3%

Holding current value

$2.47 Million

Previous $2.5 Million 3.73%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.18 - $28.77 $119,171 - $130,961	4,552 Added 5.3%	90,416 $2.4 Million
Q3 2024 Oct 15, 2024	SELL	$26.06 - $29.18 $220,128 - $246,483	-8,447 Reduced 8.96%	85,864 $2.5 Million
Q2 2024 Jul 31, 2024	BUY	$26.23 - $28.56 $17,731 - $19,306	676 Added 0.72%	94,311 $2.54 Million
Q1 2024 Apr 24, 2024	BUY	$24.73 - $27.24 $196,183 - $216,094	7,933 Added 9.26%	93,635 $2.55 Million
Q4 2023 Feb 06, 2024	BUY	$22.43 - $25.87 $255,679 - $294,892	11,399 Added 15.34%	85,702 $2.21 Million
Q3 2023 Nov 08, 2023	BUY	$23.27 - $25.13 $36,138 - $39,026	1,553 Added 2.13%	74,303 $1.77 Million
Q2 2023 Aug 09, 2023	BUY	$23.01 - $24.6 $345 - $369	15 Added 0.02%	72,750 $1.72 Million
Q1 2023 May 09, 2023	BUY	$22.4 - $24.75 $31,583 - $34,897	1,410 Added 1.98%	72,735 $1.73 Million
Q4 2022 Feb 03, 2023	BUY	$18.45 - $22.54 $1.32 Million - $1.61 Million	71,325 New	71,325 $1.58 Million
Q2 2022 Jul 22, 2022	BUY	$21.05 - $25.01 $82,305 - $97,789	3,910 New	3,910 $82,000

Others Institutions Holding DISV

# of Institutions

281

Shares Held

62.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History