Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shira Ridge Wealth Management holds 56,703 shares of DFAT stock, worth $3.23 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
56,703
Previous 56,771
0.12%
Holding current value
$3.23 Million
Previous $3.06 Billion
7.75%
% of portfolio
1.4%
Previous 1.4%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio