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 131,625 shares of DISV stock, worth $3.89 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
131,625
Previous 115,198
14.26%
Holding current value
$3.89 Million
Previous $3.35 Billion
4.47%
% of portfolio
1.1%
Previous 1.15%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$262 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$189 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$93 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.9 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$42 Million1.12% of portfolio