Ruedi Wealth Management, Inc. DFAR Holdings History
Ruedi Wealth Management, Inc.'s Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 178,557.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $4.24 Mil. This investment constitutes 1.33% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.32% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 7 purchases of DFAR, at an average price of $21.25, for a total of 197,323.00 shares. In addition, there have been 2 sales at an average price of $24.39 for 18,766.00 shares. Based on historical transaction data and DFAR's current price of $23.61, Ruedi Wealth Management, Inc.'s estimated gain on his DFAR holdings is $480,593.94, reflecting a 11.46% gain to date.
Ruedi Wealth Management, Inc. DFAR ($23.61) Holding Chart
Ruedi Wealth Management, Inc. DFAR ($23.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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