Ruedi Wealth Management, Inc. DFUV Holdings History
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 % |
Top Ranked Articles
- 1