Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Target Transaction History
Ruedi Wealth Management, Inc.
- $320 Billion
- Q1 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 254,385 shares of DFAT stock, worth $13.4 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
254,385
Previous 251,203
1.27%
Holding current value
$13.4 Million
Previous $14 Billion
6.32%
% of portfolio
4.1%
Previous 4.41%
Shares
10 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio