Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 2,154,170 shares of DFAC stock, worth $77.5 Million. This represents 25.36% of its overall portfolio holdings.
Number of Shares
2,154,170
Previous 2,220,798
3.0%
Holding current value
$77.5 Million
Previous $71.6 Billion
3.17%
% of portfolio
25.36%
Previous 28.19%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
942Shares Held
748MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$639 Million0.28% of portfolio