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Shira Ridge Wealth Management Cuts Stock Holdings in Dimensional U S Equity ETF (NYSEARCA:DFUS)

Shira Ridge Wealth Management lowered its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 23.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,632 shares of the company’s stock after selling 4,138 shares during the […]

Shira Ridge Wealth Management Sells 6,233 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)

Shira Ridge Wealth Management decreased its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 12.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,813 shares of the company’s stock after selling 6,233 shares during the quarter. JPMorgan […]

Shira Ridge Wealth Management Boosts Stock Holdings in Dimensional U S Targeted Value ETF (NYSEARCA:DFAT)

Shira Ridge Wealth Management grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 77,225 shares of the company’s stock after buying an additional 3,225 shares […]

Shira Ridge Wealth Management Grows Position in iShares U S Infrastructure ETF (BATS:IFRA)

Shira Ridge Wealth Management boosted its holdings in shares of iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) by 3.3% during the 1st quarter, Holdings Channel reports. The fund owned 105,810 shares of the company’s stock after buying an additional 3,378 shares during the period. iShares U.S. Infrastructure ETF comprises about 2.6% of Shira Ridge […]

iShares U S Tech Independence Focused ETF (BATS:IETC) Position Boosted by Kozak & Associates Inc

Kozak & Associates Inc. boosted its position in iShares U.S. Tech Independence Focused ETF (BATS:IETC – Get Rating) by 1.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 543,016 shares of the company’s stock after acquiring an additional 6,960 shares during […]

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