Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 2025
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 266,013 shares of DFAI stock, worth $9.23 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
266,013
Previous 269,002
1.11%
Holding current value
$9.23 Million
Previous $8.4 Billion
9.46%
% of portfolio
4.2%
Previous 4.19%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
648Shares Held
236MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ18.8MShares$651 Million0.87% of portfolio
-
Envestnet Asset Management Inc7.43MShares$258 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC7.01MShares$243 Million0.02% of portfolio
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Sym Financial Corp6.67MShares$231 Million25.84% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$198 Million18.44% of portfolio