Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 457,975 shares of DFAX stock, worth $11.6 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

457,975

Previous 468,484 2.24%

Holding current value

$11.6 Million

Previous $11.9 Billion 3.87%

% of portfolio

4.25%

Previous 4.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$24.29 - $27.25 $255,263 - $286,370	-10,509 Reduced 2.24%	457,975 $12.4 Billion
Q2 2024 Jul 17, 2024	BUY	$24.57 - $26.36 $135,700 - $145,586	5,523 Added 1.19%	468,484 $11.9 Billion
Q1 2024 May 06, 2024	BUY	$23.42 - $25.45 $83,585 - $90,831	3,569 Added 0.78%	462,961 $11.8 Billion
Q4 2023 Jan 25, 2024	BUY	$21.44 - $24.42 $244,416 - $278,388	11,400 Added 2.54%	459,392 $11.2 Billion
Q3 2023 Oct 26, 2023	BUY	$22.41 - $24.35 $952,850 - $1.04 Million	42,519 Added 10.49%	447,992 $10.1 Billion
Q2 2023 Jul 27, 2023	BUY	$22.56 - $24.03 $921,305 - $981,337	40,838 Added 11.2%	405,473 $9.45 Billion
Q1 2023 May 09, 2023	BUY	$21.74 - $23.72 $615,981 - $672,082	28,334 Added 8.43%	364,635 $8.41 Billion
Q4 2022 Feb 21, 2023	BUY	$18.81 - $22.36 $6.33 Million - $7.52 Million	336,301 New	336,301 $7.26 Billion

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Account

Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History