Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History

Shira Ridge Wealth Management

$179 Billion
Q2 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 48,726 shares of DFSD stock, worth $2.33 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

48,726

Previous 46,508 4.77%

Holding current value

$2.33 Million

Previous $2.19 Billion 4.68%

% of portfolio

1.28%

Previous 1.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

251

Shares Held

42.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History