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

Ruedi Wealth Management, Inc.

  • $238 Billion
  • Q1 2024

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 15,072 shares of DFSV stock, worth $428,044. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,072
Previous 13,832 8.96%
Holding current value
$428,044
Previous $403 Million 12.63%
% of portfolio
0.19%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$27.45 - $30.1 $34,038 - $37,324
1,240 Added 8.96%
15,072 $454 Million
Q4 2023

Jan 25, 2024
SELL
$23.61 - $29.53 $38,035 - $47,572
-1,611 Reduced 10.43%
13,832 $403 Million
Q3 2023

Oct 26, 2023
BUY
$24.97 - $27.69 $134,887 - $149,581
5,402 Added 53.8%
15,443 $391 Million
Q2 2023

Jul 27, 2023
SELL
$23.17 - $25.7 $170,229 - $188,817
-7,347 Reduced 42.25%
10,041 $258 Million
Q1 2023

May 09, 2023
BUY
$23.74 - $28.31 $112,503 - $134,161
4,739 Added 37.47%
17,388 $433 Million
Q4 2022

Feb 21, 2023
BUY
$24.29 - $26.46 $307,244 - $334,692
12,649 New
12,649 $313 Million

Others Institutions Holding DFSV

# of Institutions
298
Shares Held
72.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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