Ruedi Wealth Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Ruedi Wealth Management, Inc.

  • $291 Billion
  • Q3 2024
Number of Shares
252,259
Previous 206,084 22.41%
Holding current value
$7.77 Billion
Previous $5.96 Billion 30.45%
% of portfolio
2.67%
Previous 2.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
N/A
46,175 Added 22.41%
252,259 $7.77 Billion
Q2 2024

Jul 17, 2024
BUY
N/A
80,646 Added 64.29%
206,084 $5.96 Billion
Q1 2024

May 06, 2024
BUY
N/A
13,762 Added 12.32%
125,438 $3.76 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
76,675 Added 219.07%
111,676 $3.02 Billion
Q3 2023

Oct 26, 2023
BUY
N/A
20,995 Added 149.9%
35,001 $868 Million
Q2 2023

Jul 27, 2023
BUY
N/A
13,973 Added 42342.42%
14,006 $356 Million
Q4 2022

Feb 21, 2023
BUY
N/A
33 New
33 $809,000
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