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 $2.03 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
65,540
Previous 82,498
20.56%
Holding current value
$2.03 Million
Previous $2.13 Billion
8.26%
% of portfolio
0.58%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
283Shares Held
104MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp34.1MShares$1.06 Billion0.74% of portfolio
-
Matson Money. Inc.12.2MShares$378 Million12.88% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.53MShares$109 Million0.47% of portfolio
-
First Citizens Bank & Trust CO3.43MShares$106 Million1.94% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$103 Million0.15% of portfolio