Shira Ridge Wealth Management Dimensional ETF Tr Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 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 250,742 shares of DFAI stock, worth $7.36 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
250,742
Previous 233,566
7.35%
Holding current value
$7.36 Million
Previous $6.93 Billion
14.99%
% of portfolio
4.06%
Previous 3.86%
Shares
8 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$185 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$177 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$160 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$127 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$124 Million0.19% of portfolio