Ruedi Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Ruedi Wealth Management, Inc.
- $357 Billion
- Q3 2025
A detailed history of Ruedi Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Ruedi Wealth Management, Inc. holds 971,096 shares of DFSD stock, worth $46.8 Million. This represents 13.1% of its overall portfolio holdings.
Number of Shares
971,096
Previous 929,564
4.47%
Holding current value
$46.8 Million
Previous $44.6 Billion
4.86%
% of portfolio
13.1%
Previous 13.24%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
397Shares Held
90.5MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Apella Capital, LLC4.51MShares$217 Million4.59% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio