Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Shira Ridge Wealth Management holds 14,206 shares of DFUS stock, worth $876,510. This represents 0.45% of its overall portfolio holdings.

Number of Shares

14,206

Previous 12,199 16.45%

Holding current value

$876,510

Previous $718 Million 23.08%

% of portfolio

0.45%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$56.04 - $62.2 $112,472 - $124,835	2,007 Added 16.45%	14,206 $884 Million
Q2 2024 Jul 11, 2024	SELL	$53.83 - $59.14 $136,728 - $150,215	-2,540 Reduced 17.23%	12,199 $718 Million
Q1 2024 Apr 18, 2024	SELL	$50.79 - $56.98 $9,142 - $10,256	-180 Reduced 1.21%	14,739 $840 Million
Q4 2023 Jan 10, 2024	BUY	$44.51 - $52.0 $67,477 - $78,832	1,516 Added 11.31%	14,919 $773 Million
Q3 2023 Oct 10, 2023	SELL	$46.29 - $49.87 $8,332 - $8,976	-180 Reduced 1.33%	13,403 $624 Million
Q2 2023 Jul 12, 2023	SELL	$43.77 - $48.16 $2,144 - $2,359	-49 Reduced 0.36%	13,583 $654 Million
Q1 2023 May 08, 2023	SELL	$41.24 - $45.43 $170,651 - $187,989	-4,138 Reduced 23.29%	13,632 $606 Million
Q4 2022 Jan 12, 2023	BUY	$38.86 - $44.32 $690,542 - $787,566	17,770 New	17,770 $739 Million

Others Institutions Holding DFUS

# of Institutions

638

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Dimensional ETF Tr U S Equity Transaction History