Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
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 14,061 shares of DFSV stock, worth $436,875. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,061
Previous 15,072
6.71%
Holding current value
$436,875
Previous $454 Million
10.8%
% of portfolio
0.16%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding DFSV
# of Institutions
305Shares Held
73.5MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$255 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$145 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$87.8 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$82.9 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$68.7 Million0.1% of portfolio