Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Shira Ridge Wealth Management holds 180,705 shares of DFSD stock, worth $8.5 Million. This represents 4.14% of its overall portfolio holdings.

Number of Shares

180,705

Previous 116,251 55.44%

Holding current value

$8.5 Million

Previous $5.55 Billion 52.64%

% of portfolio

4.14%

Previous 2.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$46.75 - $47.8 $3.01 Million - $3.08 Million	64,454 Added 55.44%	180,705 $8.47 Billion
Q3 2024 Oct 10, 2024	BUY	$47.0 - $47.84 $3.17 Million - $3.23 Million	67,525 Added 138.58%	116,251 $5.55 Billion
Q2 2024 Jul 11, 2024	BUY	$46.64 - $47.15 $103,447 - $104,578	2,218 Added 4.77%	48,726 $2.29 Billion
Q1 2024 Apr 18, 2024	SELL	$46.78 - $47.19 $132,527 - $133,689	-2,833 Reduced 5.74%	46,508 $2.19 Billion
Q4 2023 Jan 10, 2024	SELL	$46.16 - $47.09 $128,740 - $131,334	-2,789 Reduced 5.35%	49,341 $2.32 Billion
Q3 2023 Oct 10, 2023	SELL	$46.24 - $46.65 $495,369 - $499,761	-10,713 Reduced 17.05%	52,130 $2.42 Billion
Q2 2023 Jul 12, 2023	SELL	$46.28 - $46.83 $135,230 - $136,837	-2,922 Reduced 4.44%	62,843 $2.91 Billion
Q1 2023 May 08, 2023	SELL	$46.1 - $46.75 $644,385 - $653,471	-13,978 Reduced 17.53%	65,765 $3.07 Billion
Q4 2022 Jan 12, 2023	BUY	$45.19 - $46.47 $3.6 Million - $3.71 Million	79,743 New	79,743 $3.68 Billion

Others Institutions Holding DFSD

# of Institutions

271

Shares Held

50.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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 Short Durat Transaction History