Ruedi Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 10,940 shares of DFNM stock, worth $529,277. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,940Holding current value
$529,277% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
179Shares Held
20.9MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.59MShares$125 Million3.59% of portfolio
-
Foster Group, Inc.1.22MShares$59 Million2.38% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.9 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$43.6 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL885KShares$42.8 Million1.92% of portfolio