§ 13F · FUND PROFILE
Ruedi Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $337.1T (13F)Positions · 55Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.33M | $92.4T | 24.2% | +8% |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 1.04M | $50.0T | 13.1% | +7% |
| 3 | DFGP | DIMENSIONAL ETF TRUST | 919K | $49.7T | 13.0% | +9% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 261K | $19.4T | 5.1% | −5% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 482K | $16.6T | 4.4% | +18% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 496K | $16.2T | 4.3% | −2% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 333K | $15.5T | 4.1% | −5% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 304K | $15.2T | 4.0% | ±0% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 209K | $12.4T | 3.3% | −4% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 309K | $10.2T | 2.7% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RUEDI SIGNAL
AC read
Ruedi Wealth Management, Inc. is a Other fund managing $337085.1 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed