Ruedi Wealth Management, Inc. DFLV Holdings History
Ruedi Wealth Management, Inc.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 319,777.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $9.78 Mil. This investment constitutes 3.06% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.3% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 8 purchases of DFLV, at an average price of $28.20, for a total of 319,777.00 shares. Based on historical transaction data and DFLV's current price of $31.43, Ruedi Wealth Management, Inc.'s estimated gain on his DFLV holdings is $1.03 Mil, reflecting a 11.44% gain to date.
Ruedi Wealth Management, Inc. DFLV ($31.43) Holding Chart
Ruedi Wealth Management, Inc. DFLV ($31.43) 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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