Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Ruedi Wealth Management, Inc.
- $337 Billion
- Q2 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 2,151,141 shares of DFAC stock, worth $79.7 Million. This represents 22.87% of its overall portfolio holdings.
Number of Shares
2,151,141
Previous 2,129,216
1.03%
Holding current value
$79.7 Million
Previous $70.2 Billion
9.76%
% of portfolio
22.87%
Previous 21.98%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio