Shira Ridge Wealth Management DFSD Holdings History
Shira Ridge Wealth Management's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 167,760.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $8.05 Mil. This investment constitutes 3.68% of their stock portfolio, and Shira Ridge Wealth Management now holds 0.17% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 3 purchases of DFSD, at an average price of $46.83, for a total of 213,940.00 shares. In addition, there have been 6 sales at an average price of $46.74 for 46,180.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Shira Ridge Wealth Management's estimated gain on his DFSD holdings is $177,805.84, reflecting a 1.77% gain to date.
Shira Ridge Wealth Management DFSD ($47.92) Holding Chart
Shira Ridge Wealth Management DFSD ($47.92) 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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