Shira Ridge Wealth Management DFAU Holdings History
Shira Ridge Wealth Management's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 513,147.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $21.74 Mil. This investment constitutes 9.93% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.26% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 5 purchases of DFAU, at an average price of $27.46, for a total of 551,159.00 shares. In addition, there have been 4 sales at an average price of $37.44 for 38,012.00 shares. Based on historical transaction data and DFAU's current price of $43.53, Shira Ridge Wealth Management's estimated gain on his DFAU holdings is $8.62 Mil, reflecting a 56.98% gain to date.
Shira Ridge Wealth Management DFAU ($43.53) Holding Chart
Shira Ridge Wealth Management DFAU ($43.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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