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 $3.99 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

172,811

Previous 185,234 6.71%

Holding current value

$3.99 Million

Previous $4.09 Billion 8.24%

% of portfolio

1.52%

Previous 1.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$21.91 - $26.03 $272,187 - $323,370	-12,423 Reduced 6.71%	172,811 $4.43 Billion
Q2 2024 Jul 17, 2024	BUY	$20.41 - $22.23 $154,544 - $168,325	7,572 Added 4.26%	185,234 $4.09 Billion
Q1 2024 May 06, 2024	BUY	$21.28 - $22.96 $3,553 - $3,834	167 Added 0.09%	177,662 $3.97 Billion
Q4 2023 Jan 25, 2024	BUY	$18.45 - $23.08 $554,145 - $693,207	30,035 Added 20.37%	177,495 $4.04 Billion
Q3 2023 Oct 26, 2023	BUY	$19.26 - $22.35 $474,316 - $550,413	24,627 Added 20.05%	147,460 $2.88 Billion
Q2 2023 Jul 27, 2023	BUY	$20.22 - $21.63 $440,937 - $471,685	21,807 Added 21.59%	122,833 $2.64 Billion
Q1 2023 May 09, 2023	BUY	$19.83 - $23.92 $116,996 - $141,128	5,900 Added 6.2%	101,026 $2.17 Billion
Q4 2022 Feb 21, 2023	BUY	$19.45 - $22.52 $1.85 Million - $2.14 Million	95,126 New	95,126 $2.04 Billion

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History