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

Ruedi Wealth Management, Inc.

$337 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAT

# of Institutions

774

Shares Held

170M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$771 Million
0.66% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$681 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

9.35M
Shares

$512 Million
8.76% of portfolio
Index Fund Advisors, Inc.

6.17M
Shares

$338 Million
19.45% of portfolio
Savant Capital, LLC

4.95M
Shares

$271 Million
1.74% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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