Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 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 231,144 shares of DFAI stock, worth $6.95 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
231,144
Previous 235,814
1.98%
Holding current value
$6.95 Million
Previous $6.75 Billion
3.43%
% of portfolio
4.0%
Previous 4.05%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
493Shares Held
135MCall Options Held
400Put Options Held
177K-
Sym Financial Corp6.09MShares$183 Million30.43% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.28MShares$159 Million23.76% of portfolio
-
Bank Of America Corp Charlotte, NC4.69MShares$141 Million0.01% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.85MShares$116 Million0.18% of portfolio
-
Moisand Fitzgerald Tamayo, LLC3.33MShares$100 Million15.43% of portfolio