Ruedi Wealth Management, Inc. DFIV Holdings History
Number of Shares
356,780.00
Current Holdings Value*
$14.04 Mil
% of Portfolio
4.39%
Total Estimate Gain
$3.94 Mil
% of Total Estimate Gain
34.83%
Ruedi Wealth Management, Inc.'s Dimensional International Value ETF Holding Summary
As of 2025-03-31, Ruedi Wealth Management, Inc. held 356,780.00 shares of Dimensional International Value ETF(DFIV), totaling $14.04 Mil. This investment constitutes 4.39% of their stock portfolio, and Ruedi Wealth Management, Inc. now holds 0.15% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then Ruedi Wealth Management, Inc. has made 9 purchases of DFIV, at an average price of $31.68, for a total of 356,780.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Ruedi Wealth Management, Inc.'s estimated gain on his DFIV holdings is $3.94 Mil, reflecting a 34.83% gain to date.
Ruedi Wealth Management, Inc. DFIV ($42.72) Holding Chart
Ruedi Wealth Management, Inc. DFIV ($42.72) 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