Ruedi Wealth Management, Inc. DFAC Holdings History
Ruedi Wealth Management, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 2.13 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $70.24 Mil. This investment constitutes 21.98% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.22% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 5 purchases of DFAC, at an average price of $24.71, for a total of 2.28 Mil shares. In addition, there have been 4 sales at an average price of $32.75 for 152,568.00 shares. Based on historical transaction data and DFAC's current price of $36.66, Ruedi Wealth Management, Inc.'s estimated gain on his DFAC holdings is $26.66 Mil, reflecting a 47.29% gain to date.
Ruedi Wealth Management, Inc. DFAC ($36.66) Holding Chart
Ruedi Wealth Management, Inc. DFAC ($36.66) 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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