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

Ruedi Wealth Management, Inc.

$254 Billion
Q2 2024

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 105,714 shares of DISV stock, worth $2.95 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

105,714

Previous 85,837 23.16%

Holding current value

$2.95 Million

Previous $2.33 Billion 21.87%

% of portfolio

1.12%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$20.21 - $22.54 $1.06 Million - $1.19 Million	52,582 New	52,582 $1.17 Billion

Others Institutions Holding DISV

# of Institutions

251

Shares Held

53.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Account

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