Ruedi Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Ruedi Wealth Management, Inc.
- $337 Billion
- Q2 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 929,564 shares of DFSD stock, worth $44.6 Million. This represents 13.24% of its overall portfolio holdings.
Number of Shares
929,564
Previous 891,971
4.21%
Holding current value
$44.6 Million
Previous $42.4 Billion
5.29%
% of portfolio
13.24%
Previous 13.26%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
362Shares Held
71.6MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$187 Million2.67% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio