Ruedi Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Ruedi Wealth Management, Inc.

$238 Billion
Q1 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 424,484 shares of DFUV stock, worth $16.5 Million. This represents 7.3% of its overall portfolio holdings.

Number of Shares

424,484

Previous 429,931 1.27%

Holding current value

$16.5 Million

Previous $16 Billion 8.49%

% of portfolio

7.3%

Previous 7.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$36.22 - $40.9 $197,290 - $222,782	-5,447 Reduced 1.27%	424,484 $17.4 Billion
Q4 2023 Jan 25, 2024	BUY	$31.85 - $37.39 $132,113 - $155,093	4,148 Added 0.97%	429,931 $16 Billion
Q3 2023 Oct 26, 2023	BUY	$33.83 - $36.19 $606,098 - $648,380	17,916 Added 4.39%	425,783 $14.5 Billion
Q2 2023 Jul 27, 2023	SELL	$32.32 - $34.5 $650,278 - $694,140	-20,120 Reduced 4.7%	407,867 $14.1 Billion
Q1 2023 May 09, 2023	SELL	$31.9 - $35.83 $257,433 - $289,148	-8,070 Reduced 1.85%	427,987 $14.3 Billion

Q4 2022 Feb 21, 2023	BUY	$33.0 - $35.36 $14.4 Million - $15.4 Million	436,057 New	436,057 $14.6 Billion

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Ruedi Wealth Management, Inc. Dimensional ETF Tr Us Marketwi Transaction History