Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Ruedi Wealth Management, Inc.
- $317 Billion
- Q4 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 2,142,194 shares of DFAC stock, worth $75 Million. This represents 23.39% of its overall portfolio holdings.
Number of Shares
2,142,194
Previous 2,154,170
0.56%
Holding current value
$75 Million
Previous $73.9 Billion
0.31%
% of portfolio
23.39%
Previous 25.36%
Shares
9 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio