Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024

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 116,251 shares of DFSD stock, worth $5.44 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
116,251
Previous 48,726 138.58%
Holding current value
$5.44 Million
Previous $2.29 Billion 142.34%
% of portfolio
2.83%
Previous 1.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$47.0 - $47.84 $3.17 Million - $3.23 Million
67,525 Added 138.58%
116,251 $5.55 Billion
Q2 2024

Jul 11, 2024
BUY
$46.64 - $47.15 $103,447 - $104,578
2,218 Added 4.77%
48,726 $2.29 Billion
Q1 2024

Apr 18, 2024
SELL
$46.78 - $47.19 $132,527 - $133,689
-2,833 Reduced 5.74%
46,508 $2.19 Billion
Q4 2023

Jan 10, 2024
SELL
$46.16 - $47.09 $128,740 - $131,334
-2,789 Reduced 5.35%
49,341 $2.32 Billion
Q3 2023

Oct 10, 2023
SELL
$46.24 - $46.65 $495,369 - $499,761
-10,713 Reduced 17.05%
52,130 $2.42 Billion
Q2 2023

Jul 12, 2023
SELL
$46.28 - $46.83 $135,230 - $136,837
-2,922 Reduced 4.44%
62,843 $2.91 Billion
Q1 2023

May 08, 2023
SELL
$46.1 - $46.75 $644,385 - $653,471
-13,978 Reduced 17.53%
65,765 $3.07 Billion
Q4 2022

Jan 12, 2023
BUY
$45.19 - $46.47 $3.6 Million - $3.71 Million
79,743 New
79,743 $3.68 Billion

Others Institutions Holding DFSD

# of Institutions
260
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email