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

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025

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 12,407 shares of DFUS stock, worth $743,923. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,407
Previous 14,006 11.42%
Holding current value
$743,923
Previous $893 Million 15.96%
% of portfolio
0.37%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$59.61 - $66.71 $95,316 - $106,669
-1,599 Reduced 11.42%
12,407 $750 Million
Q4 2024

Jan 13, 2025
SELL
$61.52 - $66.5 $12,304 - $13,300
-200 Reduced 1.41%
14,006 $893 Million
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
744
Shares Held
162M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
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