Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 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 468,484 shares of DFAX stock, worth $12.1 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
468,484
Previous 462,961
1.19%
Holding current value
$12.1 Million
Previous $11.8 Billion
1.11%
% of portfolio
4.69%
Previous 4.96%
Shares
7 transactions
Others Institutions Holding DFAX
# of Institutions
478Shares Held
213MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$297 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio