Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 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 269,002 shares of DFAI stock, worth $8.7 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares

269,002

Previous 266,239 1.04%

Holding current value

$8.7 Million

Previous $7.77 Billion 8.06%

% of portfolio

4.19%

Previous 3.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$28.88 - $32.4 $79,795 - $89,521	2,763 Added 1.04%	269,002 $8.4 Billion
Q4 2024 Jan 13, 2025	BUY	$29.0 - $31.6 $449,413 - $489,705	15,497 Added 6.18%	266,239 $7.77 Billion
Q3 2024 Oct 10, 2024	BUY	$28.69 - $32.06 $492,779 - $550,662	17,176 Added 7.35%	250,742 $7.97 Billion
Q2 2024 Jul 11, 2024	BUY	$28.93 - $30.91 $70,068 - $74,864	2,422 Added 1.05%	233,566 $6.93 Billion
Q1 2024 Apr 18, 2024	SELL	$27.74 - $30.27 $129,545 - $141,360	-4,670 Reduced 1.98%	231,144 $6.99 Billion
Q4 2023 Jan 10, 2024	SELL	$24.88 - $28.69 $179,758 - $207,285	-7,225 Reduced 2.97%	235,814 $6.75 Billion
Q3 2023 Oct 10, 2023	BUY	$26.0 - $28.17 $116,012 - $125,694	4,462 Added 1.87%	243,039 $6.35 Billion
Q2 2023 Jul 12, 2023	BUY	$26.46 - $28.05 $260,498 - $276,152	9,845 Added 4.3%	238,577 $6.52 Billion
Q1 2023 May 08, 2023	BUY	$25.21 - $27.45 $196,360 - $213,808	7,789 Added 3.53%	228,732 $6.16 Billion
Q4 2022 Jan 12, 2023	BUY	$21.47 - $25.85 $4.74 Million - $5.71 Million	220,943 New	220,943 $5.53 Billion

Others Institutions Holding DFAI

# of Institutions

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Dimensional ETF Tr Transaction History