Ruedi Wealth Management, Inc. DFGP Holdings History
Ruedi Wealth Management, Inc.'s Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 786,263.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $42.01 Mil. This investment constitutes 13.15% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 3.02% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q1. And since then Ruedi Wealth Management, Inc. has made 5 purchases of DFGP, at an average price of $53.63, for a total of 786,263.00 shares. Based on historical transaction data and DFGP's current price of $54.43, Ruedi Wealth Management, Inc.'s estimated gain on his DFGP holdings is $629,292.73, reflecting a 1.49% gain to date.
Ruedi Wealth Management, Inc. DFGP ($54.43) Holding Chart
Ruedi Wealth Management, Inc. DFGP ($54.43) 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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