Ruedi Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 371,893 shares of DFUV stock, worth $15.2 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
371,893
Previous 399,231
6.85%
Holding current value
$15.2 Million
Previous $15.7 Billion
1.11%
% of portfolio
5.32%
Previous 6.17%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$757 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$445 Million0.65% of portfolio