Number of Shares
354,670.00
Current Holdings Value*
$14.62 Mil
% of Portfolio
4.57%
Total Estimate Gain
$3.83 Mil
% of Total Estimate Gain
25.08%

Ruedi Wealth Management, Inc.'s Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Ruedi Wealth Management, Inc. held 354,670.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $14.62 Mil. This investment constitutes 4.57% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.13% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 2 purchases of DFUV, at an average price of $33.31, for a total of 458,121.00 shares. In addition, there have been 7 sales at an average price of $38.53 for 103,451.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Ruedi Wealth Management, Inc.'s estimated gain on his DFUV holdings is $3.83 Mil, reflecting a 25.08% gain to date.

Ruedi Wealth Management, Inc. DFUV ($42.58) Holding Chart

Ruedi Wealth Management, Inc. DFUV ($42.58) 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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