Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 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 172,811 shares of DFAR stock, worth $4.31 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
172,811
Previous 185,234
6.71%
Holding current value
$4.31 Million
Previous $4.09 Billion
8.24%
% of portfolio
1.52%
Previous 1.61%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.6 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.9 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.1 Million2.99% of portfolio