Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Shira Ridge Wealth Management holds 14,206 shares of DFUS stock, worth $890,147. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,206
Previous 12,199
16.45%
Holding current value
$890,147
Previous $718 Million
23.08%
% of portfolio
0.45%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
123MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$499 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$367 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$316 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$260 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$230 Million0.23% of portfolio