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 9,727 shares of DFAU stock, worth $404,448. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,727
Previous 9,725
0.02%
Holding current value
$404,448
Previous $365 Million
5.89%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio