Ruedi Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Ruedi Wealth Management, Inc.

  • $320 Billion
  • Q1 2025
Number of Shares
786,263
Previous 752,181 4.53%
Holding current value
$42 Billion
Previous $39.7 Billion 5.72%
% of portfolio
13.15%
Previous 12.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
N/A
34,082 Added 4.53%
786,263 $42 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
273,779 Added 57.23%
752,181 $39.7 Billion
Q3 2024

Oct 22, 2024
BUY
N/A
194,475 Added 68.49%
478,402 $26.4 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
156,586 Added 122.97%
283,927 $15 Billion
Q1 2024

May 06, 2024
BUY
N/A
104,977 Added 469.4%
127,341 $6.8 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
22,364 New
22,364 $1.19 Billion
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