Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 2,220,798 shares of DFAC stock, worth $76.1 Million. This represents 28.19% of its overall portfolio holdings.
Number of Shares
2,220,798
Previous 2,281,784
2.67%
Holding current value
$76.1 Million
Previous $72.9 Billion
1.79%
% of portfolio
28.19%
Previous 30.67%
Shares
7 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
711MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.83 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.28 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.28 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$605 Million0.29% of portfolio