Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 16,353 shares of DFAE stock, worth $422,397. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,353

Previous 16,693 2.04%

Holding current value

$422,397

Previous $432 Million 3.79%

% of portfolio

0.15%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$24.46 - $27.82 $8,316 - $9,458	-340 Reduced 2.04%	16,353 $448 Million
Q2 2024 Jul 17, 2024	SELL	$24.03 - $26.3 $2,306 - $2,524	-96 Reduced 0.57%	16,693 $432 Million
Q1 2024 May 06, 2024	BUY	$22.74 - $24.88 $3,706 - $4,055	163 Added 0.98%	16,789 $415 Million
Q4 2023 Jan 25, 2024	SELL	$21.63 - $24.11 $129,369 - $144,201	-5,981 Reduced 26.46%	16,626 $401 Million
Q3 2023 Oct 26, 2023	SELL	$22.43 - $24.83 $6,796 - $7,523	-303 Reduced 1.32%	22,607 $510 Million
Q2 2023 Jul 27, 2023	BUY	$22.38 - $24.3 $4,476 - $4,860	200 Added 0.88%	22,910 $537 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $41,273 - $46,162	1,895 Added 9.1%	22,710 $523 Million
Q4 2022 Feb 21, 2023	BUY	$19.67 - $22.73 $409,431 - $473,124	20,815 New	20,815 $556 Million

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History