Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Shira Ridge Wealth Management holds 14,206 shares of DFUS stock, worth $925,805. This represents 0.45% of its overall portfolio holdings.

Number of Shares

14,206

Previous 12,199 16.45%

Holding current value

$925,805

Previous $718 Million 23.08%

% of portfolio

0.45%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$56.04 - $62.2 $112,472 - $124,835	2,007 Added 16.45%	14,206 $884 Million
Q2 2024 Jul 11, 2024	SELL	$53.83 - $59.14 $136,728 - $150,215	-2,540 Reduced 17.23%	12,199 $718 Million
Q1 2024 Apr 18, 2024	SELL	$50.79 - $56.98 $9,142 - $10,256	-180 Reduced 1.21%	14,739 $840 Million
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $67,477 - $78,832	1,516 Added 11.31%	14,919 $773 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $8,332 - $8,976	-180 Reduced 1.33%	13,403 $624 Million
Q2 2023 Jul 12, 2023	SELL	$43.77 - $48.16 $2,144 - $2,359	-49 Reduced 0.36%	13,583 $654 Million
Q1 2023 May 08, 2023	SELL	$41.24 - $45.43 $170,651 - $187,989	-4,138 Reduced 23.29%	13,632 $606 Million
Q4 2022 Jan 12, 2023	BUY	$38.86 - $44.32 $690,542 - $787,566	17,770 New	17,770 $739 Million

Others Institutions Holding DFUS

# of Institutions

644

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History