Shira Ridge Wealth Management DFSD holdings history
DIMENSIONAL SHORT DURATION · CUSIP 25434V864 · CIK 1961210
As of 2026-06-30, Shira Ridge Wealth Management reported 296.40K DFSD (shares), valued at $14.15M, or 4.94% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.65%; reported value increased 4.37%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.94% | 296,404 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 5.37% | 283,230 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 4.71% | 244,674 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 3.63% | 177,750 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 3.68% | 167,760 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 4.18% | 176,593 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 4.14% | 180,705 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 2.83% | 116,251 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 1.28% | 48,726 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 1.25% | 46,508 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 1.39% | 49,341 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.39% | 49,341 | $2.32M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 1.25% | 46,508 | $2.19M | Shares decreased 5.74%; reported value decreased 5.68%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 1.28% | 48,726 | $2.29M | Shares increased 4.77%; reported value increased 4.68%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.83% | 116,251 | $5.55M | Shares increased 138.58%; reported value increased 142.34%, and weight changed +1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 4.14% | 180,705 | $8.47M | Shares increased 55.44%; reported value increased 52.64%, and weight changed +1.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 4.18% | 176,593 | $8.39M | Shares decreased 2.28%; reported value decreased 0.94%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.68% | 167,760 | $8.05M | Shares decreased 5.00%; reported value decreased 4.02%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 3.63% | 177,750 | $8.57M | Shares increased 5.95%; reported value increased 6.35%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 4.71% | 244,674 | $11.73M | Shares increased 37.65%; reported value increased 36.97%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 5.37% | 283,230 | $13.56M | Shares increased 15.76%; reported value increased 15.59%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 4.94% | 296,404 | $14.15M | Shares increased 4.65%; reported value increased 4.37%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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