Ruedi Wealth Management, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 253,362 shares of DFEM stock, worth $6.69 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
253,362
Previous 229,477
10.41%
Holding current value
$6.69 Million
Previous $6.13 Billion
16.27%
% of portfolio
2.45%
Previous 2.42%
Shares
8 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio