Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Ruedi Wealth Management, Inc.

  • $320 Billion
  • Q1 2025

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 14,380 shares of DFSV stock, worth $411,411. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,380
Previous 14,338 0.29%
Holding current value
$411,411
Previous $441 Million 8.28%
% of portfolio
0.13%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$27.56 - $32.1 $1,157 - $1,348
42 Added 0.29%
14,380 $405 Million
Q4 2024

Feb 13, 2025
BUY
$30.18 - $33.87 $2,172 - $2,438
72 Added 0.5%
14,338 $441 Million
Q3 2024

Oct 22, 2024
BUY
$28.25 - $31.7 $5,791 - $6,498
205 Added 1.46%
14,266 $439 Million
Q2 2024

Jul 17, 2024
SELL
$27.81 - $30.13 $28,115 - $30,461
-1,011 Reduced 6.71%
14,061 $405 Million
Q1 2024

May 06, 2024
BUY
$27.45 - $30.1 $34,038 - $37,324
1,240 Added 8.96%
15,072 $454 Million
Q4 2023

Jan 25, 2024
SELL
$23.61 - $29.53 $38,035 - $47,572
-1,611 Reduced 10.43%
13,832 $403 Million
Q3 2023

Oct 26, 2023
BUY
$24.97 - $27.69 $134,887 - $149,581
5,402 Added 53.8%
15,443 $391 Million
Q2 2023

Jul 27, 2023
SELL
$23.17 - $25.7 $170,229 - $188,817
-7,347 Reduced 42.25%
10,041 $258 Million
Q1 2023

May 09, 2023
BUY
$23.74 - $28.31 $112,503 - $134,161
4,739 Added 37.47%
17,388 $433 Million
Q4 2022

Feb 21, 2023
BUY
$22.47 - $26.46 $284,223 - $334,692
12,649 New
12,649 $313 Million

Others Institutions Holding DFSV

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email