Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Small C Transaction History
Ruedi Wealth Management, Inc.
- $357 Billion
- Q3 2025
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 106,838 shares of DFAS stock, worth $7.17 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
106,838
Previous 106,501
0.32%
Holding current value
$7.17 Million
Previous $6.79 Billion
7.8%
% of portfolio
2.05%
Previous 2.01%
Shares
12 transactions
Others Institutions Holding DFAS
# of Institutions
869Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio