Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 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 78,684 shares of DFAT stock, worth $4.47 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
78,684
Previous 77,419
1.63%
Holding current value
$4.47 Million
Previous $4.21 Billion
3.15%
% of portfolio
2.27%
Previous 2.41%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
637Shares Held
154MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.7MShares$778 Million0.83% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.6MShares$718 Million7.81% of portfolio
-
Forum Financial Management, LP Lombard, IL9.09MShares$516 Million9.57% of portfolio
-
Index Fund Advisors, Inc.7.73MShares$439 Million23.74% of portfolio
-
Savant Capital, LLC4.82MShares$274 Million3.04% of portfolio