Ruedi Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Ruedi Wealth Management, Inc.
- $320 Billion
- Q1 2025
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 354,670 shares of DFUV stock, worth $14.5 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
354,670
Previous 361,376
1.86%
Holding current value
$14.5 Million
Previous $14.8 Billion
1.16%
% of portfolio
4.57%
Previous 4.67%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
729Shares Held
274MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$709 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$591 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$432 Million0.73% of portfolio