Ruedi Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Ruedi Wealth Management, Inc.
- $357 Billion
- Q3 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 408,719 shares of DFIC stock, worth $13.6 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
408,719
Previous 381,551
7.12%
Holding current value
$13.6 Million
Previous $11.9 Billion
12.98%
% of portfolio
3.75%
Previous 3.52%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio