A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 116,676 shares of DFAS stock, worth $8.17 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
116,676
Previous 113,849 2.48%
Holding current value
$8.17 Million
Previous $6.84 Billion 10.64%
% of portfolio
2.6%
Previous 2.69%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$59.25 - $65.33 $167,499 - $184,687
2,827 Added 2.48%
116,676 $7.57 Billion
Q2 2024

Jul 17, 2024

BUY
$57.42 - $62.37 $584,018 - $634,365
10,171 Added 9.81%
113,849 $6.84 Billion
Q1 2024

May 06, 2024

BUY
$56.66 - $62.34 $91,279 - $100,429
1,611 Added 1.58%
103,678 $6.46 Billion
Q4 2023

Jan 25, 2024

BUY
$48.83 - $60.51 $355,873 - $440,996
7,288 Added 7.69%
102,067 $6.09 Billion
Q3 2023

Oct 26, 2023

BUY
$51.84 - $57.67 $261,273 - $290,656
5,040 Added 5.62%
94,779 $4.97 Billion
Q2 2023

Jul 27, 2023

SELL
$49.85 - $54.8 $131,205 - $144,233
-2,632 Reduced 2.85%
89,739 $4.92 Billion
Q1 2023

May 09, 2023

SELL
$50.35 - $57.8 $54,126 - $62,135
-1,075 Reduced 1.15%
92,371 $4.87 Billion
Q4 2022

Feb 21, 2023

BUY
$47.77 - $54.73 $4.46 Million - $5.11 Million
93,446 New
93,446 $4.78 Billion

Others Institutions Holding DFAS

About DIMENSIONAL ETF TR U S SMALL C


  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.