Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

$175 Billion
Q1 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 527,022 shares of DFAU stock, worth $20.1 Million. This represents 11.02% of its overall portfolio holdings.

Number of Shares

527,022

Previous 538,544 2.14%

Holding current value

$20.1 Million

Previous $17.9 Billion 7.54%

% of portfolio

11.02%

Previous 10.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$26.42 - $28.83 $13.2 Million - $14.4 Million	499,225 New	499,225 $13.5 Billion

Others Institutions Holding DFAU

# of Institutions

386

Shares Held

95.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Shira Ridge Wealth Management Dimensional ETF Tr Transaction History