Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 383,834 shares of DFIC stock, worth $10.5 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
383,834
Previous 352,635
8.85%
Holding current value
$10.5 Million
Previous $9.92 Billion
0.03%
% of portfolio
3.13%
Previous 3.41%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
426Shares Held
2.28BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$806 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$704 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$437 Million8.32% of portfolio
-
Evensky & Katz LLC6.13MShares$168 Million10.37% of portfolio