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Disclosery

Shira Ridge Wealth Management: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on DFAI, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 269,654 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 269,654 shares
    Change vs previous 13F +7,537 shares

    3.88% of the 13F portfolio, value $11,171,763.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 262,117 shares
    Change vs previous 13F -1,290 shares

    3.77% of the 13F portfolio, value $10,812,326.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 263,407 shares
    Change vs previous 13F -11,292 shares

    4.06% of the 13F portfolio, value $10,262,337.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 274,699 shares
    Change vs previous 13F +3,004 shares

    4.21% of the 13F portfolio, value $10,468,779.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 271,695 shares
    Change vs previous 13F +5,682 shares

    4.19% of the 13F portfolio, value $9,876,113.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 266,013 shares
    Change vs previous 13F -2,989 shares

    4.2% of the 13F portfolio, value $9,196,069.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 269,002 shares
    Change vs previous 13F +2,763 shares

    4.19% of the 13F portfolio, value $8,400,932.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 266,239 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $7,774,179.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).