Ruedi Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 366,099 shares of DFSD stock, worth $17.4 Million. This represents 6.78% of its overall portfolio holdings.
Number of Shares
366,099
Previous 235,741
55.3%
Holding current value
$17.4 Million
Previous $11.1 Billion
55.16%
% of portfolio
6.78%
Previous 4.67%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.3 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94 Million16.69% of portfolio