Ruedi Wealth Management, Inc.
63 holdingsFiling period: 2026-06-30Current AUM: $425.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 2.29M | $101.8M | $103.3M | 24.25% | +3.6K | 2026-06-30 |
| 2 | DFGP | Dimensional ETF Trust | 1.05M | $57.4M | $55.2M | 12.97% | +60.2K | 2026-06-30 |
| 3 | DFSD | Dimensional ETF Trust | 1.14M | $54.7M | $53.5M | 12.56% | +47.7K | 2026-06-30 |
| 4 | DFUS | Dimensional ETF Trust | 262.9K | $21.5M | $21.9M | 5.14% | -6,820 | 2026-06-30 |
| 5 | DFUV | Dimensional ETF Trust | 325.7K | $17.9M | $18.4M | 4.33% | -3,837 | 2026-06-30 |
| 6 | DFIC | Dimensional ETF Trust | 477.4K | $17.8M | $17.9M | 4.20% | +18.6K | 2026-06-30 |
| 7 | DFAX | Dimensional ETF Trust | 465.6K | $17.2M | $16.8M | 3.94% | -5,799 | 2026-06-30 |
| 8 | DFIV | Dimensional ETF Trust | 280.3K | $15.1M | $15.8M | 3.70% | -7,155 | 2026-06-30 |
| 9 | DFAT | Dimensional ETF Trust | 212.7K | $14.9M | $14.7M | 3.46% | -3,809 | 2026-06-30 |
| 10 | DFEM | Dimensional ETF Trust | 302.0K | $12.3M | $11.2M | 2.62% | -729 | 2026-06-30 |
| 11 | DFLV | Dimensional ETF Trust | 255.4K | $10.1M | $10.6M | 2.50% | -4,816 | 2026-06-30 |
| 12 | DFAS | Dimensional ETF Trust | 108.7K | $9.0M | $8.6M | 2.02% | -704 | 2026-06-30 |
| 13 | DUSB | Dimensional ETF Trust | 164.2K | $8.3M | $8.3M | 1.95% | +13.1K | 2026-06-30 |
| 14 | DFGR | Dimensional ETF Trust | 199.8K | $5.8M | $5.6M | 1.31% | +8.9K | 2026-06-30 |
| 15 | AAPL | Apple Inc | 18.2K | $5.3M | $6.3M | 1.47% | -123 | 2026-06-30 |
| 16 | AVUS | American Centy ETF TR | 35.4K | $4.5M | $4.6M | 1.07% | -221 | 2026-06-30 |
| 17 | DFAR | Dimensional ETF Trust | 172.9K | $4.5M | $4.4M | 1.02% | +3.8K | 2026-06-30 |
| 18 | DFCF | Dimensional ETF Trust | 101.9K | $4.3M | $4.1M | 0.97% | +252 | 2026-06-30 |
| 19 | AVLV | American Centy ETF TR | 47.0K | $4.3M | $4.4M | 1.03% | -36 | 2026-06-30 |
| 20 | BNDX | Vanguard Charlotte Fds | 86.3K | $4.2M | $4.1M | 0.96% | -15,045 | 2026-06-30 |
| 21 | DISV | Dimensional ETF Trust | 101.6K | $4.1M | $4.3M | 1.01% | +701 | 2026-06-30 |
| 22 | DFSV | Dimensional ETF Trust | 72.7K | $2.8M | $2.8M | 0.67% | +241 | 2026-06-30 |
| 23 | DFIS | Dimensional ETF Trust | 72.8K | $2.6M | $2.6M | 0.61% | +1.4K | 2026-06-30 |
| 24 | AVNV | American Centy ETF TR | 28.5K | $2.4M | $2.3M | 0.55% | -- | 2026-06-30 |
| 25 | DFAW | Dimensional ETF Trust | 27.7K | $2.3M | $2.3M | 0.54% | +14.3K | 2026-06-30 |
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