Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History

Ruedi Wealth Management, Inc.

$254 Billion
Q2 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 60,414 shares of DFIS stock, worth $1.54 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

60,414

Previous 44,566 35.56%

Holding current value

$1.54 Million

Previous $1.12 Billion 33.24%

% of portfolio

0.59%

Previous 0.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$24.08 - $25.86 $381,619 - $409,829	15,848 Added 35.56%	60,414 $1.49 Billion
Q1 2024 May 06, 2024	BUY	$23.13 - $25.1 $122,311 - $132,728	5,288 Added 13.46%	44,566 $1.12 Billion
Q4 2023 Jan 25, 2024	BUY	$20.55 - $24.23 $140,459 - $165,612	6,835 Added 21.07%	39,278 $949 Million
Q3 2023 Oct 26, 2023	BUY	$21.81 - $23.89 $109,617 - $120,071	5,026 Added 18.33%	32,443 $712 Million
Q2 2023 Jul 27, 2023	BUY	$22.26 - $23.55 $117,399 - $124,202	5,274 Added 23.82%	27,417 $626 Million

Q1 2023 May 09, 2023	BUY	$21.65 - $23.87 $4,979 - $5,490	230 Added 1.05%	22,143 $509 Million
Q4 2022 Feb 21, 2023	BUY	$19.82 - $22.14 $434,315 - $485,153	21,913 New	21,913 $471 Million

Others Institutions Holding DFIS

# of Institutions

171

Shares Held

49M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Account

Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History