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 525,614 shares of DFAU stock, worth $19.9 Million. This represents 10.07% of its overall portfolio holdings.

Number of Shares

525,614

Previous 521,317 0.82%

Holding current value

$19.9 Million

Previous $21.1 Billion 4.28%

% of portfolio

10.07%

Previous 10.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$37.84 - $42.29 $162,598 - $181,720	4,297 Added 0.82%	525,614 $20.2 Billion
Q4 2024 Jan 13, 2025	SELL	$39.27 - $42.38 $180,642 - $194,948	-4,600 Reduced 0.87%	521,317 $21.1 Billion
Q3 2024 Oct 10, 2024	SELL	$35.8 - $39.69 $213,940 - $237,187	-5,976 Reduced 1.12%	525,917 $20.9 Billion
Q2 2024 Jul 11, 2024	BUY	$34.53 - $37.67 $168,195 - $183,490	4,871 Added 0.92%	531,893 $19.9 Billion
Q1 2024 Apr 18, 2024	SELL	$32.59 - $36.54 $375,501 - $421,013	-11,522 Reduced 2.14%	527,022 $19.3 Billion
Q4 2023 Jan 10, 2024	SELL	$28.58 - $33.37 $98,515 - $115,026	-3,447 Reduced 0.64%	538,544 $17.9 Billion
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $289,469 - $312,207	9,717 Added 1.83%	541,991 $16.2 Billion
Q2 2023 Jul 12, 2023	BUY	$28.25 - $30.99 $866,851 - $950,928	30,685 Added 6.12%	532,274 $16.5 Billion
Q1 2023 May 08, 2023	BUY	$26.87 - $29.65 $63,520 - $70,092	2,364 Added 0.47%	501,589 $14.4 Billion
Q4 2022 Jan 12, 2023	BUY	$25.24 - $28.83 $12.6 Million - $14.4 Million	499,225 New	499,225 $13.5 Billion

Others Institutions Holding DFAU

# of Institutions

497

Shares Held

205M

Call Options Held

Put Options Held

400

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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