Ruedi Wealth Management, Inc. 13F Holdings · Q2 2026
Ruedi Wealth Management, Inc. reported 62 securities worth $426.30M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (23.87%), DFGP (13.46%), DFSD (12.82%). Among its top 25 positions this quarter: 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $101.8M | 23.87% | 2.3M | Added |
| 2 | DFGP | DIMENSIONAL ETF TRUST | $57.4M | 13.46% | 1.1M | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $54.7M | 12.82% | 1.1M | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $21.5M | 5.05% | 262,879 | Trimmed |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $17.9M | 4.20% | 325,745 | Trimmed |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $17.8M | 4.17% | 477,389 | Added |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $17.2M | 4.02% | 465,556 | Trimmed |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $15.1M | 3.55% | 280,259 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $14.9M | 3.49% | 212,725 | Trimmed |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $12.3M | 2.88% | 301,960 | Trimmed |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $10.1M | 2.37% | 255,378 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $9.0M | 2.10% | 108,722 | Trimmed |
| 13 | DUSB | DIMENSIONAL ETF TRUST | $8.3M | 1.96% | 164,162 | Added |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 1.36% | 199,828 | Added |
| 15 | AAPL | APPLE INC | $5.3M | 1.24% | 18,207 | Trimmed |
| 16 | AVUS | AMERICAN CENTY ETF TR | $4.5M | 1.06% | 35,389 | Trimmed |
| 17 | DFAR | DIMENSIONAL ETF TRUST | $4.5M | 1.06% | 172,857 | Added |
| 18 | AVLV | AMERICAN CENTY ETF TR | $4.3M | 1.01% | 47,015 | Trimmed |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $4.3M | 1.01% | 101,925 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $4.2M | 0.98% | 86,326 | Trimmed |
| 21 | DISV | DIMENSIONAL ETF TRUST | $4.1M | 0.96% | 101,599 | Added |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $2.8M | 0.66% | 72,735 | Added |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $2.6M | 0.60% | 72,845 | Added |
| 24 | AVNV | AMERICAN CENTY ETF TR | $2.4M | 0.55% | 28,513 | Hold |
| 25 | DFAW | DIMENSIONAL ETF TRUST | $2.3M | 0.54% | 27,691 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR