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 457,975 shares of DFAX stock, worth $12.1 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

457,975

Previous 468,484 2.24%

Holding current value

$12.1 Million

Previous $11.9 Billion 3.87%

% of portfolio

4.25%

Previous 4.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$24.29 - $27.25 $255,263 - $286,370	-10,509 Reduced 2.24%	457,975 $12.4 Billion
Q2 2024 Jul 17, 2024	BUY	$24.57 - $26.36 $135,700 - $145,586	5,523 Added 1.19%	468,484 $11.9 Billion
Q1 2024 May 06, 2024	BUY	$23.42 - $25.45 $83,585 - $90,831	3,569 Added 0.78%	462,961 $11.8 Billion
Q4 2023 Jan 25, 2024	BUY	$21.44 - $24.42 $244,416 - $278,388	11,400 Added 2.54%	459,392 $11.2 Billion
Q3 2023 Oct 26, 2023	BUY	$22.41 - $24.35 $952,850 - $1.04 Million	42,519 Added 10.49%	447,992 $10.1 Billion
Q2 2023 Jul 27, 2023	BUY	$22.56 - $24.03 $921,305 - $981,337	40,838 Added 11.2%	405,473 $9.45 Billion
Q1 2023 May 09, 2023	BUY	$21.74 - $23.72 $615,981 - $672,082	28,334 Added 8.43%	364,635 $8.41 Billion
Q4 2022 Feb 21, 2023	BUY	$18.81 - $22.36 $6.33 Million - $7.52 Million	336,301 New	336,301 $7.26 Billion

Others Institutions Holding DFAX

# of Institutions

506

Shares Held

224M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History