Ruedi Wealth Management, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 234,501 shares of DFAT stock, worth $13.1 Million. This represents 4.48% of its overall portfolio holdings.
Number of Shares
234,501
Previous 232,579
0.83%
Holding current value
$13.1 Million
Previous $12.1 Billion
8.14%
% of portfolio
4.48%
Previous 4.75%
Shares
8 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$793 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$492 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$413 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$291 Million2.46% of portfolio