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

Ruedi Wealth Management, Inc.

$337 Billion
Q2 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 217,383 shares of DFAT stock, worth $11.8 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

217,383

Previous 254,385 14.55%

Holding current value

$11.8 Million

Previous $13.1 Billion 10.45%

% of portfolio

3.48%

Previous 4.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$44.8 - $53.97 $1.66 Million - $2 Million	-37,002 Reduced 14.55%	217,383 $11.7 Billion
Q1 2025 Apr 23, 2025	BUY	$50.44 - $58.1 $160,500 - $184,874	3,182 Added 1.27%	254,385 $13.1 Billion
Q4 2024 Feb 13, 2025	BUY	$54.54 - $61.04 $910,927 - $1.02 Million	16,702 Added 7.12%	251,203 $14 Billion
Q3 2024 Oct 22, 2024	BUY	$51.0 - $57.07 $98,022 - $109,688	1,922 Added 0.83%	234,501 $13 Billion
Q2 2024 Jul 17, 2024	BUY	$50.18 - $54.47 $400,386 - $434,616	7,979 Added 3.55%	232,579 $12.1 Billion
Q1 2024 May 06, 2024	SELL	$49.45 - $54.43 $29,670 - $32,658	-600 Reduced 0.27%	224,600 $12.2 Billion
Q4 2023 Jan 25, 2024	BUY	$42.71 - $53.09 $607,464 - $755,099	14,223 Added 6.74%	225,200 $11.8 Billion
Q3 2023 Oct 26, 2023	BUY	$45.07 - $49.71 $567,431 - $625,848	12,590 Added 6.35%	210,977 $9.64 Billion
Q2 2023 Jul 27, 2023	SELL	$41.44 - $46.39 $55,405 - $62,023	-1,337 Reduced 0.67%	198,387 $9.2 Billion
Q1 2023 May 09, 2023	BUY	$42.38 - $49.75 $152,017 - $178,453	3,587 Added 1.83%	199,724 $8.89 Billion
Q4 2022 Feb 21, 2023	BUY	$40.24 - $46.91 $7.89 Million - $9.2 Million	196,137 New	196,137 $8.62 Billion

Others Institutions Holding DFAT

# of Institutions

777

Shares Held

170M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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