Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 274,074 shares of DFUS stock, worth $17.6 Million. This represents 5.85% of its overall portfolio holdings.

Number of Shares

274,074

Previous 271,380 0.99%

Holding current value

$17.6 Million

Previous $16 Billion 6.74%

% of portfolio

5.85%

Previous 6.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$56.04 - $62.2 $150,971 - $167,566	2,694 Added 0.99%	274,074 $17 Billion
Q2 2024 Jul 17, 2024	BUY	$53.83 - $59.14 $536,792 - $589,744	9,972 Added 3.81%	271,380 $16 Billion
Q1 2024 May 06, 2024	SELL	$50.79 - $56.98 $299,203 - $335,669	-5,891 Reduced 2.2%	261,408 $14.9 Billion
Q4 2023 Jan 25, 2024	BUY	$44.51 - $52.0 $227,401 - $265,668	5,109 Added 1.95%	267,299 $13.9 Billion
Q3 2023 Oct 26, 2023	SELL	$46.29 - $49.87 $98,921 - $106,572	-2,137 Reduced 0.81%	262,190 $12.2 Billion
Q2 2023 Jul 27, 2023	SELL	$43.77 - $48.16 $213,860 - $235,309	-4,886 Reduced 1.81%	264,327 $12.7 Billion
Q1 2023 May 09, 2023	BUY	$41.24 - $45.43 $53,323 - $58,740	1,293 Added 0.48%	269,213 $12 Billion
Q4 2022 Feb 21, 2023	BUY	$38.86 - $44.32 $10.4 Million - $11.9 Million	267,920 New	267,920 $11.1 Billion

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History