Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 116,676 shares of DFAS stock, worth $7.86 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

116,676

Previous 113,849 2.48%

Holding current value

$7.86 Million

Previous $6.84 Billion 10.64%

% of portfolio

2.6%

Previous 2.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$59.25 - $65.33 $167,499 - $184,687	2,827 Added 2.48%	116,676 $7.57 Billion
Q2 2024 Jul 17, 2024	BUY	$57.42 - $62.37 $584,018 - $634,365	10,171 Added 9.81%	113,849 $6.84 Billion
Q1 2024 May 06, 2024	BUY	$56.66 - $62.34 $91,279 - $100,429	1,611 Added 1.58%	103,678 $6.46 Billion
Q4 2023 Jan 25, 2024	BUY	$48.83 - $60.51 $355,873 - $440,996	7,288 Added 7.69%	102,067 $6.09 Billion
Q3 2023 Oct 26, 2023	BUY	$51.84 - $57.67 $261,273 - $290,656	5,040 Added 5.62%	94,779 $4.97 Billion
Q2 2023 Jul 27, 2023	SELL	$49.85 - $54.8 $131,205 - $144,233	-2,632 Reduced 2.85%	89,739 $4.92 Billion
Q1 2023 May 09, 2023	SELL	$50.35 - $57.8 $54,126 - $62,135	-1,075 Reduced 1.15%	92,371 $4.87 Billion
Q4 2022 Feb 21, 2023	BUY	$47.77 - $54.73 $4.46 Million - $5.11 Million	93,446 New	93,446 $4.78 Billion

Others Institutions Holding DFAS

# of Institutions

707

Shares Held

109M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

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Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History