Ruedi Wealth Management, Inc. DFCF Holdings History
Ruedi Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 141,474.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $5.95 Mil. This investment constitutes 1.86% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.09% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 4 purchases of DFCF, at an average price of $41.40, for a total of 411,580.00 shares. In addition, there have been 5 sales at an average price of $41.94 for 270,106.00 shares. Based on historical transaction data and DFCF's current price of $42.18, Ruedi Wealth Management, Inc.'s estimated gain on his DFCF holdings is $255,763.67, reflecting a 1.50% gain to date.
Ruedi Wealth Management, Inc. DFCF ($42.18) Holding Chart
Ruedi Wealth Management, Inc. DFCF ($42.18) 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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