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Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Ruedi Wealth Management Inc.’s 4th Largest Position

Dimensional U.S. Equity ETF NYSEARCADFUS is a fund managed by Dimensional Fund Advisors (DFA), an investment management firm based in Austin, Texas. The fund tracks the performance of the Dow Jones U.S. Broad Stock Market Index, which includes large-cap and mid-cap stocks from various industries across the United States.

Ruedi Wealth Management Inc. is a financial services company that provides wealth management and investment advisory services to individuals and families. The company has been in business for over 20 years and is headquartered in San Francisco, California.

In its most recent Form 13F filing with the SEC, Ruedi Wealth Management Inc. disclosed that it had sold 2,137 shares of Dimensional U.S. Equity ETF NYSEARCADFUS during the third quarter, reducing its holdings in the fund by 0.8%. After the sale, the company owned 262,190 shares of the fund's stock.

It is worth noting that Ruedi Wealth Management Inc.'s holdings in Dimensional U.S. Equity ETF NYSEARCADFUS represent only a small portion of its overall investment portfolio. The company has not disclosed the total value of its investments or the percentage of its portfolio represented by this particular fund.

Overall, Dimensional U.S. Equity ETF NYSEARCADFUS is a popular investment vehicle for individuals and institutions looking to gain exposure to the broad U.S. stock market. While Ruedi Wealth Management Inc.'s holdings in the fund are significant, they represent only a small portion of its overall investment portfolio.


Published 110 days ago

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