Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 116,676 shares of DFAS stock, worth $8.05 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

116,676

Previous 113,849 2.48%

Holding current value

$8.05 Million

Previous $6.84 Billion 10.64%

% of portfolio

2.6%

Previous 2.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$59.25 - $65.33 $167,499 - $184,687	2,827 Added 2.48%	116,676 $7.57 Billion
Q2 2024 Jul 17, 2024	BUY	$57.42 - $62.37 $584,018 - $634,365	10,171 Added 9.81%	113,849 $6.84 Billion
Q1 2024 May 06, 2024	BUY	$56.66 - $62.34 $91,279 - $100,429	1,611 Added 1.58%	103,678 $6.46 Billion
Q4 2023 Jan 25, 2024	BUY	$48.83 - $60.51 $355,873 - $440,996	7,288 Added 7.69%	102,067 $6.09 Billion
Q3 2023 Oct 26, 2023	BUY	$51.84 - $57.67 $261,273 - $290,656	5,040 Added 5.62%	94,779 $4.97 Billion
Q2 2023 Jul 27, 2023	SELL	$49.85 - $54.8 $131,205 - $144,233	-2,632 Reduced 2.85%	89,739 $4.92 Billion
Q1 2023 May 09, 2023	SELL	$50.35 - $57.8 $54,126 - $62,135	-1,075 Reduced 1.15%	92,371 $4.87 Billion
Q4 2022 Feb 21, 2023	BUY	$47.77 - $54.73 $4.46 Million - $5.11 Million	93,446 New	93,446 $4.78 Billion

Others Institutions Holding DFAS

# of Institutions

674

Shares Held

106M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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 U S Small C Transaction History