Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History

Shira Ridge Wealth Management

$175 Billion
Q1 2024

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 77,419 shares of DFAT stock, worth $3.95 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

77,419

Previous 78,980 1.98%

Holding current value

$3.95 Million

Previous $4.13 Billion 1.96%

% of portfolio

2.41%

Previous 2.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$49.45 - $54.43 $77,191 - $84,965	-1,561 Reduced 1.98%	77,419 $4.21 Billion
Q4 2023 Jan 10, 2024	BUY	$42.71 - $53.09 $20,714 - $25,748	485 Added 0.62%	78,980 $4.13 Billion
Q3 2023 Oct 10, 2023	BUY	$45.07 - $49.71 $75,266 - $83,015	1,670 Added 2.17%	78,495 $3.59 Billion
Q2 2023 Jul 12, 2023	SELL	$41.44 - $46.39 $16,576 - $18,556	-400 Reduced 0.52%	76,825 $3.56 Billion
Q1 2023 May 08, 2023	BUY	$42.38 - $49.75 $136,675 - $160,443	3,225 Added 4.36%	77,225 $3.44 Billion

Q4 2022 Jan 12, 2023	BUY	$43.22 - $46.91 $3.2 Million - $3.47 Million	74,000 New	74,000 $3.25 Billion

Others Institutions Holding DFAT

# of Institutions

632

Shares Held

151M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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Shira Ridge Wealth Management Dimensional ETF Tr U S Target Transaction History