Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 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 9,725 shares of DFAU stock, worth $368,674. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,725
Previous 9,771
0.47%
Holding current value
$368,674
Previous $357 Million
2.12%
% of portfolio
0.14%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio