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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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