Shira Ridge Wealth Management Dimensional ETF Tr Transaction History

Shira Ridge Wealth Management

$249 Billion
Q4 2025

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 554,421 shares of DFAU stock, worth $25.5 Million. This represents 10.42% of its overall portfolio holdings.

Number of Shares

554,421

Previous 520,768 6.46%

Holding current value

$25.5 Million

Previous $23.8 Billion 8.88%

% of portfolio

10.42%

Previous 10.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$44.77 - $47.01 $1.51 Million - $1.58 Million	33,653 Added 6.46%	554,421 $25.9 Billion
Q3 2025 Oct 20, 2025	BUY	$42.42 - $45.96 $323,282 - $350,261	7,621 Added 1.49%	520,768 $23.8 Billion
Q2 2025 Jul 09, 2025	SELL	$34.04 - $42.36 $424,376 - $528,102	-12,467 Reduced 2.37%	513,147 $21.7 Billion
Q1 2025 Apr 14, 2025	BUY	$37.84 - $42.29 $162,598 - $181,720	4,297 Added 0.82%	525,614 $20.2 Billion
Q4 2024 Jan 13, 2025	SELL	$39.27 - $42.38 $180,642 - $194,948	-4,600 Reduced 0.87%	521,317 $21.1 Billion

Q3 2024 Oct 10, 2024	SELL	$35.8 - $39.69 $213,940 - $237,187	-5,976 Reduced 1.12%	525,917 $20.9 Billion
Q2 2024 Jul 11, 2024	BUY	$34.53 - $37.67 $168,195 - $183,490	4,871 Added 0.92%	531,893 $19.9 Billion
Q1 2024 Apr 18, 2024	SELL	$32.59 - $36.54 $375,501 - $421,013	-11,522 Reduced 2.14%	527,022 $19.3 Billion
Q4 2023 Jan 10, 2024	SELL	$28.58 - $33.37 $98,515 - $115,026	-3,447 Reduced 0.64%	538,544 $17.9 Billion
Q3 2023 Oct 10, 2023	BUY	$29.79 - $32.13 $289,469 - $312,207	9,717 Added 1.83%	541,991 $16.2 Billion
Q2 2023 Jul 12, 2023	BUY	$28.25 - $30.99 $866,851 - $950,928	30,685 Added 6.12%	532,274 $16.5 Billion
Q1 2023 May 08, 2023	BUY	$26.87 - $29.65 $63,520 - $70,092	2,364 Added 0.47%	501,589 $14.4 Billion
Q4 2022 Jan 12, 2023	BUY	$25.24 - $28.83 $12.6 Million - $14.4 Million	499,225 New	499,225 $13.5 Billion

Others Institutions Holding DFAU

# of Institutions

554

Shares Held

155M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Shira Ridge Wealth Management Dimensional ETF Tr Transaction History