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

Ruedi Wealth Management, Inc.

$254 Billion
Q2 2024

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 232,579 shares of DFAT stock, worth $12.7 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

232,579

Previous 224,600 3.55%

Holding current value

$12.7 Million

Previous $12.2 Billion 1.32%

% of portfolio

4.75%

Previous 5.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$43.22 - $46.91 $8.48 Million - $9.2 Million	196,137 New	196,137 $8.62 Billion

Others Institutions Holding DFAT

# of Institutions

632

Shares Held

153M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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