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

Ruedi Wealth Management, Inc.

$317 Billion
Q4 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 14,338 shares of DFSV stock, worth $403,041. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,338

Previous 14,266 0.5%

Holding current value

$403,041

Previous $439 Million 0.44%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

417

Shares Held

109M

Call Options Held

600

Put Options Held

8.2K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

Track This Portfolio

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.

Account

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