Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 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 520,768 shares of DFAU stock, worth $23.9 Million. This represents 10.11% of its overall portfolio holdings.
Number of Shares
520,768
Previous 513,147
1.49%
Holding current value
$23.9 Million
Previous $21.7 Billion
9.63%
% of portfolio
10.11%
Previous 9.93%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio