Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History
Shira Ridge Wealth Management
- $201 Billion
- Q1 2025
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 57,592 shares of DFAT stock, worth $2.83 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
57,592
Previous 61,086
5.72%
Holding current value
$2.83 Million
Previous $3.4 Billion
12.78%
% of portfolio
1.48%
Previous 1.66%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
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Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio