Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

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 266,239 shares of DFAI stock, worth $8.1 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
266,239
Previous 250,742 6.18%
Holding current value
$8.1 Million
Previous $7.97 Billion 2.44%
% of portfolio
3.8%
Previous 4.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$29.0 - $31.6 $449,413 - $489,705
15,497 Added 6.18%
266,239 $7.77 Billion
Q3 2024

Oct 10, 2024
BUY
$28.69 - $32.06 $492,779 - $550,662
17,176 Added 7.35%
250,742 $7.97 Billion
Q2 2024

Jul 11, 2024
BUY
$28.93 - $30.91 $70,068 - $74,864
2,422 Added 1.05%
233,566 $6.93 Billion
Q1 2024

Apr 18, 2024
SELL
$27.74 - $30.27 $129,545 - $141,360
-4,670 Reduced 1.98%
231,144 $6.99 Billion
Q4 2023

Jan 10, 2024
SELL
$24.88 - $28.69 $179,758 - $207,285
-7,225 Reduced 2.97%
235,814 $6.75 Billion
Q3 2023

Oct 10, 2023
BUY
$26.0 - $28.17 $116,012 - $125,694
4,462 Added 1.87%
243,039 $6.35 Billion
Q2 2023

Jul 12, 2023
BUY
$26.46 - $28.05 $260,498 - $276,152
9,845 Added 4.3%
238,577 $6.52 Billion
Q1 2023

May 08, 2023
BUY
$25.21 - $27.45 $196,360 - $213,808
7,789 Added 3.53%
228,732 $6.16 Billion
Q4 2022

Jan 12, 2023
BUY
$21.47 - $25.85 $4.74 Million - $5.71 Million
220,943 New
220,943 $5.53 Billion

Others Institutions Holding DFAI

# of Institutions
549
Shares Held
186M
Call Options Held
7.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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