Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 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 266,239 shares of DFAI stock, worth $8.33 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares

266,239

Previous 250,742 6.18%

Holding current value

$8.33 Million

Previous $7.97 Billion 2.44%

% of portfolio

3.8%

Previous 4.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Shira Ridge Wealth Management Dimensional ETF Tr Transaction History