Ruedi Wealth Management, Inc. DFSD Holdings History
Ruedi Wealth Management, Inc.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 891,971.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $42.39 Mil. This investment constitutes 13.26% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.96% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 9 purchases of DFSD, at an average price of $47.09, for a total of 891,971.00 shares. Based on historical transaction data and DFSD's current price of $48.01, Ruedi Wealth Management, Inc.'s estimated gain on his DFSD holdings is $818,066.95, reflecting a 1.95% gain to date.
Ruedi Wealth Management, Inc. DFSD ($48.01) Holding Chart
Ruedi Wealth Management, Inc. DFSD ($48.01) 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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