Ruedi Wealth Management, Inc. DFAT Holdings History
Ruedi Wealth Management, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 254,385.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $13.10 Mil. This investment constitutes 4.1% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.13% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 7 purchases of DFAT, at an average price of $45.52, for a total of 256,322.00 shares. In addition, there have been 2 sales at an average price of $46.13 for 1,937.00 shares. Based on historical transaction data and DFAT's current price of $56.17, Ruedi Wealth Management, Inc.'s estimated gain on his DFAT holdings is $2.71 Mil, reflecting a 23.23% gain to date.
Ruedi Wealth Management, Inc. DFAT ($56.17) Holding Chart
Ruedi Wealth Management, Inc. DFAT ($56.17) 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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