Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 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 9,730 shares of DFAU stock, worth $379,470. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,730
Previous 9,727
0.03%
Holding current value
$379,470
Previous $386 Million
2.04%
% of portfolio
0.12%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$77.3 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.03 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$193 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$162 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$142 Million1.81% of portfolio