RWM
Ruedi Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
217,383
-37,002
| -15% | -$2M | 3.48% | 9 |
|
|
2025
Q1 | $13.1M | Buy |
254,385
+3,182
| +1% | +$164K | 4.1% | 7 |
|
|
2024
Q4 | $14M | Buy |
251,203
+16,702
| +7% | +$930K | 4.41% | 6 |
|
|
2024
Q3 | $13M | Buy |
234,501
+1,922
| +0.8% | +$107K | 4.48% | 6 |
|
|
2024
Q2 | $12.1M | Buy |
232,579
+7,979
| +4% | +$414K | 4.75% | 6 |
|
|
2024
Q1 | $12.2M | Sell |
224,600
-600
| -0.3% | -$32.7K | 5.14% | 5 |
|
|
2023
Q4 | $11.8M | Buy |
225,200
+14,223
| +7% | +$744K | 5.56% | 5 |
|
|
2023
Q3 | $9.64M | Buy |
210,977
+12,590
| +6% | +$575K | 5.52% | 6 |
|
|
2023
Q2 | $9.2M | Sell |
198,387
-1,337
| -0.7% | -$62K | 5.41% | 6 |
|
|
2023
Q1 | $8.89M | Buy |
199,724
+3,587
| +2% | +$160K | 5.71% | 5 |
|
|
2022
Q4 | $8.62M | Buy |
+196,137
| New | +$8.62M | 6.08% | 5 |
|