Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 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 525,917 shares of DFAU stock, worth $21.8 Million. This represents 10.64% of its overall portfolio holdings.

Number of Shares

525,917

Previous 531,893 1.12%

Holding current value

$21.8 Million

Previous $19.9 Billion 4.68%

% of portfolio

10.64%

Previous 11.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$35.8 - $39.69 $213,940 - $237,187	-5,976 Reduced 1.12%	525,917 $20.9 Billion
Q2 2024 Jul 11, 2024	BUY	$34.53 - $37.67 $168,195 - $183,490	4,871 Added 0.92%	531,893 $19.9 Billion
Q1 2024 Apr 18, 2024	SELL	$32.59 - $36.54 $375,501 - $421,013	-11,522 Reduced 2.14%	527,022 $19.3 Billion
Q4 2023 Jan 10, 2024	SELL	$28.58 - $33.37 $98,515 - $115,026	-3,447 Reduced 0.64%	538,544 $17.9 Billion
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $289,469 - $312,207	9,717 Added 1.83%	541,991 $16.2 Billion
Q2 2023 Jul 12, 2023	BUY	$28.25 - $30.99 $866,851 - $950,928	30,685 Added 6.12%	532,274 $16.5 Billion
Q1 2023 May 08, 2023	BUY	$26.87 - $29.65 $63,520 - $70,092	2,364 Added 0.47%	501,589 $14.4 Billion
Q4 2022 Jan 12, 2023	BUY	$25.24 - $28.83 $12.6 Million - $14.4 Million	499,225 New	499,225 $13.5 Billion

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Dimensional ETF Tr Transaction History