Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 2025
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 167,760 shares of DFSD stock, worth $8.04 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
167,760
Previous 176,593
5.0%
Holding current value
$8.04 Million
Previous $8.39 Billion
4.02%
% of portfolio
3.68%
Previous 4.18%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio