Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History

Ruedi Wealth Management, Inc.

$317 Billion
Q4 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 15,802 shares of DFAE stock, worth $421,281. This represents 0.13% of its overall portfolio holdings.

Number of Shares

15,802

Previous 16,353 3.37%

Holding current value

$421,281

Previous $448 Million 10.56%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$25.36 - $28.15 $13,973 - $15,510	-551 Reduced 3.37%	15,802 $401 Million
Q3 2024 Oct 22, 2024	SELL	$24.46 - $27.82 $8,316 - $9,458	-340 Reduced 2.04%	16,353 $448 Million
Q2 2024 Jul 17, 2024	SELL	$24.03 - $26.3 $2,306 - $2,524	-96 Reduced 0.57%	16,693 $432 Million
Q1 2024 May 06, 2024	BUY	$22.74 - $24.88 $3,706 - $4,055	163 Added 0.98%	16,789 $415 Million
Q4 2023 Jan 25, 2024	SELL	$21.63 - $24.11 $129,369 - $144,201	-5,981 Reduced 26.46%	16,626 $401 Million
Q3 2023 Oct 26, 2023	SELL	$22.43 - $24.83 $6,796 - $7,523	-303 Reduced 1.32%	22,607 $510 Million
Q2 2023 Jul 27, 2023	BUY	$22.38 - $24.3 $4,476 - $4,860	200 Added 0.88%	22,910 $537 Million
Q1 2023 May 09, 2023	BUY	$21.78 - $24.36 $41,273 - $46,162	1,895 Added 9.1%	22,710 $523 Million
Q4 2022 Feb 21, 2023	BUY	$19.67 - $22.73 $409,431 - $473,124	20,815 New	20,815 $556 Million

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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 Transaction History