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

Ruedi Wealth Management, Inc.

$337 Billion
Q2 2025

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 65,540 shares of DFIS stock, worth $2.07 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

65,540

Previous 82,498 20.56%

Holding current value

$2.07 Million

Previous $2.13 Billion 8.26%

% of portfolio

0.58%

Previous 0.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$23.2 - $29.84 $393,425 - $506,026	-16,958 Reduced 20.56%	65,540 $1.96 Billion
Q1 2025 Apr 23, 2025	BUY	$23.92 - $26.89 $15,308 - $17,209	640 Added 0.78%	82,498 $2.13 Billion
Q4 2024 Feb 13, 2025	BUY	$24.25 - $26.7 $311,442 - $342,908	12,843 Added 18.61%	81,858 $2.01 Billion
Q3 2024 Oct 22, 2024	BUY	$24.06 - $26.97 $206,940 - $231,968	8,601 Added 14.24%	69,015 $1.85 Billion
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	$18.29 - $22.14 $400,788 - $485,153	21,913 New	21,913 $471 Million

Others Institutions Holding DFIS

# of Institutions

276

Shares Held

85.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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