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 $10.6 Million. This represents 3.13% of its overall portfolio holdings.
Number of Shares
383,834
Previous 352,635
8.85%
Holding current value
$10.6 Million
Previous $9.92 Billion
0.03%
% of portfolio
3.13%
Previous 3.41%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$811 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$755 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$450 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio