Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 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 14,006 shares of DFUS stock, worth $934,340. This represents 0.44% of its overall portfolio holdings.
Number of Shares
14,006
Previous 14,206
1.41%
Holding current value
$934,340
Previous $884 Million
1.05%
% of portfolio
0.44%
Previous 0.45%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
722Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.76 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$531 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$387 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$320 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$270 Million0.09% of portfolio