§ 13F · FUND PROFILE
Ruedi Wealth Management, Inc..
AUM · $426M (13F)Positions · 62Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.29M | $102M | 23.9% | ±0% |
| 2 | DFGP | DIMENSIONAL ETF TRUST | 1.05M | $57M | 13.5% | +6% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 1.14M | $55M | 12.8% | +4% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 263K | $22M | 5.1% | −3% |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 326K | $18M | 4.2% | −1% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 477K | $18M | 4.2% | +4% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 466K | $17M | 4.0% | −1% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 280K | $15M | 3.6% | −2% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 213K | $15M | 3.5% | −2% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 302K | $12M | 2.9% | ±0% |
§ 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 $426 million in assets. The fund runs a portfolio of 62 positions.
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