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 531,893 shares of DFAU stock, worth $20.2 Million. This represents 11.11% of its overall portfolio holdings.
Number of Shares
531,893
Previous 527,022
0.92%
Holding current value
$20.2 Million
Previous $19.3 Billion
3.55%
% of portfolio
11.11%
Previous 11.02%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
383Shares Held
98.3MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio