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

Ruedi Wealth Management, Inc.

$320 Billion
Q1 2025

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 135,246 shares of DISV stock, worth $4.31 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

135,246

Previous 131,625 2.75%

Holding current value

$4.31 Million

Previous $3.5 Billion 12.61%

% of portfolio

1.23%

Previous 1.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$26.09 - $30.21 $94,471 - $109,390	3,621 Added 2.75%	135,246 $3.94 Billion
Q4 2024 Feb 13, 2025	BUY	$26.18 - $28.77 $430,058 - $472,604	16,427 Added 14.26%	131,625 $3.5 Billion
Q3 2024 Oct 22, 2024	BUY	$26.06 - $29.18 $247,153 - $276,743	9,484 Added 8.97%	115,198 $3.35 Billion
Q2 2024 Jul 17, 2024	BUY	$26.23 - $28.56 $521,373 - $567,687	19,877 Added 23.16%	105,714 $2.84 Billion
Q1 2024 May 06, 2024	BUY	$24.73 - $27.24 $238,125 - $262,293	9,629 Added 12.64%	85,837 $2.33 Billion
Q4 2023 Jan 25, 2024	BUY	$22.43 - $25.87 $350,715 - $404,503	15,636 Added 25.81%	76,208 $1.97 Billion
Q3 2023 Oct 26, 2023	BUY	$23.27 - $25.13 $116,350 - $125,650	5,000 Added 9.0%	60,572 $1.44 Billion
Q2 2023 Jul 27, 2023	BUY	$23.01 - $24.6 $42,453 - $45,387	1,845 Added 3.43%	55,572 $1.31 Billion
Q1 2023 May 09, 2023	BUY	$22.4 - $24.75 $25,648 - $28,338	1,145 Added 2.18%	53,727 $1.28 Billion
Q4 2022 Feb 21, 2023	BUY	$18.45 - $22.54 $970,137 - $1.19 Million	52,582 New	52,582 $1.17 Billion

Others Institutions Holding DISV

# of Institutions

342

Shares Held

69.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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