Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History

Ruedi Wealth Management, Inc.

$254 Billion
Q2 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 307,898 shares of DFIV stock, worth $11.4 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares

307,898

Previous 268,464 14.69%

Holding current value

$11.4 Million

Previous $9.87 Billion 12.16%

% of portfolio

4.36%

Previous 4.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$35.5 - $38.02 $1.4 Million - $1.5 Million	39,434 Added 14.69%	307,898 $11.1 Billion
Q1 2024 May 06, 2024	BUY	$33.15 - $36.75 $358,351 - $397,267	10,810 Added 4.2%	268,464 $9.87 Billion
Q4 2023 Jan 25, 2024	BUY	$30.86 - $34.46 $510,362 - $569,899	16,538 Added 6.86%	257,654 $8.85 Billion
Q3 2023 Oct 26, 2023	BUY	$32.1 - $34.42 $660,040 - $707,744	20,562 Added 9.32%	241,116 $7.87 Billion
Q2 2023 Jul 27, 2023	BUY	$31.45 - $33.77 $342,333 - $367,586	10,885 Added 5.19%	220,554 $7.25 Billion

Q1 2023 May 09, 2023	BUY	$30.43 - $33.38 $72,210 - $79,210	2,373 Added 1.14%	209,669 $6.76 Billion
Q4 2022 Feb 21, 2023	BUY	$28.34 - $31.1 $5.87 Million - $6.45 Million	207,296 New	207,296 $6.3 Billion

Others Institutions Holding DFIV

# of Institutions

511

Shares Held

169M

Call Options Held

400

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Ruedi Wealth Management, Inc. Dimensional ETF Tr Transaction History