Ruedi Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 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 361,376 shares of DFUV stock, worth $15.3 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
361,376
Previous 371,893
2.83%
Holding current value
$15.3 Million
Previous $15.5 Billion
4.62%
% of portfolio
4.67%
Previous 5.32%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
700Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.43 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.33 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$760 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$610 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$455 Million0.67% of portfolio