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 93,816 shares of DISV stock, worth $3.35 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
93,816
Previous 95,480
1.74%
Holding current value
$3.35 Million
Previous $2.78 Million
11.04%
% of portfolio
0.11%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio