Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History

Ruedi Wealth Management, Inc.

$254 Billion
Q2 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 15,491 shares of DFAI stock, worth $487,346. This represents 0.18% of its overall portfolio holdings.

Number of Shares

15,491

Previous 15,810 2.02%

Holding current value

$487,346

Previous $478 Million 3.8%

% of portfolio

0.18%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$28.93 - $30.91 $9,228 - $9,860	-319 Reduced 2.02%	15,491 $460 Million
Q1 2024 May 06, 2024	SELL	$27.74 - $30.27 $23,995 - $26,183	-865 Reduced 5.19%	15,810 $478 Million
Q4 2023 Jan 25, 2024	SELL	$24.88 - $28.69 $12,987 - $14,976	-522 Reduced 3.04%	16,675 $478 Million
Q3 2023 Oct 26, 2023	SELL	$26.0 - $28.17 $19,916 - $21,578	-766 Reduced 4.26%	17,197 $449 Million
Q2 2023 Jul 27, 2023	BUY	$26.46 - $28.05 $4,233 - $4,488	160 Added 0.9%	17,963 $491 Million
Q1 2023 May 09, 2023	BUY	$25.21 - $27.45 $205,007 - $223,223	8,132 Added 84.09%	17,803 $480 Million
Q4 2022 Feb 21, 2023	BUY	$21.47 - $25.85 $207,636 - $249,995	9,671 New	9,671 $484 Million

Others Institutions Holding DFAI

# of Institutions

520

Shares Held

159M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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