Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Equity Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 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 271,380 shares of DFUS stock, worth $16.2 Million. This represents 6.29% of its overall portfolio holdings.
Number of Shares
271,380
Previous 261,408
3.81%
Holding current value
$16.2 Million
Previous $14.9 Billion
7.22%
% of portfolio
6.29%
Previous 6.27%
Shares
7 transactions
Others Institutions Holding DFUS
# of Institutions
602Shares Held
117MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$456 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$357 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$305 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$226 Million0.61% of portfolio