Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 274,699 shares of DFAI stock, worth $10.2 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
274,699
Previous 271,695
1.11%
Holding current value
$10.2 Million
Previous $9.88 Billion
6.0%
% of portfolio
4.21%
Previous 4.19%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
728Shares Held
287MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio