§ 13F · FUND PROFILE
Ruedi Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $357M (13F)Positions · 53Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.29M | $89M | 22.9% | −2% |
| 2 | DFGP | DIMENSIONAL ETF TRUST | 993K | $54M | 13.8% | +8% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 1.10M | $53M | 13.5% | +5% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 270K | $19M | 4.9% | +3% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 459K | $16M | 4.2% | −5% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 471K | $16M | 4.1% | −5% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 330K | $16M | 4.1% | −1% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 287K | $15M | 3.9% | −5% |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 217K | $14M | 3.5% | +4% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 303K | $10M | 2.7% | −2% |
§ 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 $357 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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