Ruedi Wealth Management, Inc. DFUS Holdings History
Ruedi Wealth Management, Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 288,903.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $17.47 Mil. This investment constitutes 5.47% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.13% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 6 purchases of DFUS, at an average price of $43.53, for a total of 301,817.00 shares. In addition, there have been 3 sales at an average price of $49.86 for 12,914.00 shares. Based on historical transaction data and DFUS's current price of $68.53, Ruedi Wealth Management, Inc.'s estimated gain on his DFUS holdings is $7.30 Mil, reflecting a 55.59% gain to date.
Ruedi Wealth Management, Inc. DFUS ($68.53) Holding Chart
Ruedi Wealth Management, Inc. DFUS ($68.53) 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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