Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History

Shira Ridge Wealth Management

$249 Billion
Q4 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 244,674 shares of DFSD stock, worth $11.8 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

244,674

Previous 177,750 37.65%

Holding current value

$11.8 Million

Previous $8.57 Billion 36.97%

% of portfolio

4.71%

Previous 3.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$48.17 - $48.5 $3.22 Million - $3.25 Million	66,924 Added 37.65%	244,674 $11.7 Billion
Q3 2025 Oct 20, 2025	BUY	$47.86 - $48.43 $478,121 - $483,815	9,990 Added 5.95%	177,750 $8.57 Billion
Q2 2025 Jul 09, 2025	SELL	$47.09 - $48.01 $415,945 - $424,072	-8,833 Reduced 5.0%	167,760 $8.05 Billion
Q1 2025 Apr 14, 2025	SELL	$46.74 - $47.55 $192,194 - $195,525	-4,112 Reduced 2.28%	176,593 $8.39 Billion
Q4 2024 Jan 13, 2025	BUY	$46.75 - $47.8 $3.01 Million - $3.08 Million	64,454 Added 55.44%	180,705 $8.47 Billion

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

392

Shares Held

86.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Shira Ridge Wealth Management Dimensional ETF Tr Short Durat Transaction History