Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 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 116,251 shares of DFSD stock, worth $5.49 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

116,251

Previous 48,726 138.58%

Holding current value

$5.49 Million

Previous $2.29 Billion 142.34%

% of portfolio

2.83%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

259

Shares Held

45.5M

Call Options Held

Put Options Held

View Full List

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