Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 232,579 shares of DFAT stock, worth $12.5 Million. This represents 4.75% of its overall portfolio holdings.
Number of Shares
232,579
Previous 224,600
3.55%
Holding current value
$12.5 Million
Previous $12.2 Billion
1.32%
% of portfolio
4.75%
Previous 5.14%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio