Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 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 12,199 shares of DFUS stock, worth $750,482. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,199
Previous 14,739
17.23%
Holding current value
$750,482
Previous $840 Million
14.52%
% of portfolio
0.4%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
625Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$490 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$364 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$310 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$255 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$228 Million0.23% of portfolio