Ruedi Wealth Management, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 10,940 shares of DFNM stock, worth $522,603. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,940
Previous 10,940
-0.0%
Holding current value
$522,603
Previous $523 Million
1.61%
% of portfolio
0.18%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
207Shares Held
22.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
-
Foster Group, Inc.1.14MShares$54.7 Million2.17% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.8 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio