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

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

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 597,050 shares of DFSD stock, worth $28.2 Million. This represents 9.78% of its overall portfolio holdings.

Number of Shares

597,050

Previous 366,099 63.08%

Holding current value

$28.2 Million

Previous $17.2 Billion 65.65%

% of portfolio

9.78%

Previous 6.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$47.0 - $47.84 $10.9 Million - $11 Million	230,951 Added 63.08%	597,050 $28.5 Billion
Q2 2024 Jul 17, 2024	BUY	$46.64 - $47.15 $6.08 Million - $6.15 Million	130,358 Added 55.3%	366,099 $17.2 Billion
Q1 2024 May 06, 2024	BUY	$46.78 - $47.19 $4.3 Million - $4.34 Million	92,000 Added 64.0%	235,741 $11.1 Billion
Q4 2023 Jan 25, 2024	BUY	$46.16 - $47.09 $2.84 Million - $2.9 Million	61,540 Added 74.87%	143,741 $6.76 Billion
Q3 2023 Oct 26, 2023	BUY	$46.24 - $46.65 $322,200 - $325,057	6,968 Added 9.26%	82,201 $3.81 Billion
Q2 2023 Jul 27, 2023	BUY	$46.28 - $46.83 $1.06 Million - $1.07 Million	22,828 Added 43.56%	75,233 $3.49 Billion
Q1 2023 May 09, 2023	BUY	$46.1 - $46.75 $59,653 - $60,494	1,294 Added 2.53%	52,405 $2.45 Billion
Q4 2022 Feb 21, 2023	BUY	$45.19 - $46.47 $2.31 Million - $2.38 Million	51,111 New	51,111 $2.36 Billion

Others Institutions Holding DFSD

# of Institutions

281

Shares Held

53.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Account

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