Ruedi Wealth Management, Inc. DFAX Holdings History
Ruedi Wealth Management, Inc.'s Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 462,935.00 shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $12.13 Mil. This investment constitutes 3.8% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.16% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 7 purchases of DFAX, at an average price of $21.61, for a total of 483,434.00 shares. In addition, there have been 2 sales at an average price of $25.95 for 20,499.00 shares. Based on historical transaction data and DFAX's current price of $29.80, Ruedi Wealth Management, Inc.'s estimated gain on his DFAX holdings is $3.88 Mil, reflecting a 37.10% gain to date.
Ruedi Wealth Management, Inc. DFAX ($29.80) Holding Chart
Ruedi Wealth Management, Inc. DFAX ($29.80) 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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