Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Ruedi Wealth Management, Inc.
- $238 Billion
- Q1 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 103,678 shares of DFAS stock, worth $6.2 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
103,678
Previous 102,067
1.58%
Holding current value
$6.2 Million
Previous $6.09 Billion
6.21%
% of portfolio
2.72%
Previous 2.87%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
636Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$641 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$406 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$367 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$254 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$163 Million1.93% of portfolio