Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 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 352,635 shares of DFIC stock, worth $9.33 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
352,635
Previous 322,892
9.21%
Holding current value
$9.33 Million
Previous $8.49 Billion
16.9%
% of portfolio
3.41%
Previous 3.34%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$714 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$681 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$417 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio