Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 2024
A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 233,566 shares of DFAI stock, worth $7.35 Million. This represents 3.86% of its overall portfolio holdings.
Number of Shares
233,566
Previous 231,144
1.05%
Holding current value
$7.35 Million
Previous $6.99 Billion
0.79%
% of portfolio
3.86%
Previous 4.0%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$196 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$172 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$161 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$130 Million0.22% of portfolio