Spire Wealth Management Dimensional ETF Tr Dimensional Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$29.72 - $32.4 $8,470 - $9,234	285 Added 1.75%	16,587 $530,000
Q1 2024 Apr 24, 2024	BUY	$28.16 - $31.61 $6,448 - $7,238	229 Added 1.42%	16,302 $515,000
Q4 2023 Feb 06, 2024	BUY	$24.79 - $28.64 $215,871 - $249,397	8,708 Added 118.23%	16,073 $459,000
Q3 2023 Nov 08, 2023	BUY	$25.64 - $27.32 $43,075 - $45,897	1,680 Added 29.55%	7,365 $189,000
Q2 2023 Aug 09, 2023	BUY	$24.51 - $26.54 $1,911 - $2,070	78 Added 1.39%	5,685 $150,000
Q1 2023 May 09, 2023	BUY	$23.91 - $25.61 $118,067 - $126,462	4,938 Added 738.12%	5,607 $140,000
Q4 2022 Feb 03, 2023	BUY	$21.59 - $25.35 $14,443 - $16,959	669 New	669 $16,000

Others Institutions Holding DUHP

# of Institutions

328

Shares Held

207M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.31 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.27 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$288 Million
12.03% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$236 Million
4.45% of portfolio
Vista Wealth Management Group, LLC

6.74M
Shares

$233 Million
15.86% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
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