Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shira Ridge Wealth Management holds 61,086 shares of DFAT stock, worth $3.35 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

61,086

Previous 66,466 8.09%

Holding current value

$3.35 Million

Previous $3.7 Billion 8.04%

% of portfolio

1.66%

Previous 1.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$54.54 - $61.04 $293,425 - $328,395	-5,380 Reduced 8.09%	61,086 $3.4 Billion
Q3 2024 Oct 10, 2024	SELL	$51.0 - $57.07 $623,118 - $697,281	-12,218 Reduced 15.53%	66,466 $3.7 Billion
Q2 2024 Jul 11, 2024	BUY	$50.18 - $54.47 $63,477 - $68,904	1,265 Added 1.63%	78,684 $4.08 Billion
Q1 2024 Apr 18, 2024	SELL	$49.45 - $54.43 $77,191 - $84,965	-1,561 Reduced 1.98%	77,419 $4.21 Billion
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $20,714 - $25,748	485 Added 0.62%	78,980 $4.13 Billion
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $75,266 - $83,015	1,670 Added 2.17%	78,495 $3.59 Billion
Q2 2023 Jul 12, 2023	SELL	$41.44 - $46.39 $16,576 - $18,556	-400 Reduced 0.52%	76,825 $3.56 Billion
Q1 2023 May 08, 2023	BUY	$42.38 - $49.75 $136,675 - $160,443	3,225 Added 4.36%	77,225 $3.44 Billion
Q4 2022 Jan 12, 2023	BUY	$40.24 - $46.91 $2.98 Million - $3.47 Million	74,000 New	74,000 $3.25 Billion

Others Institutions Holding DFAT

# of Institutions

748

Shares Held

167M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History