account_balance

Investment manager · 13F filer · SEC CIK 1940678

Ruedi Wealth Management, Inc.

Reported value$424Mas of Sep 30, 2026

Positions62 2 new, 2 sold out

Top 10 weight77.8%DFAC alone is 24%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DFACDimensional ETF Trust

23.8%

DFGPDimensional ETF Trust

13.4%Added +3%

DFSDDimensional ETF Trust

13.1%Added +4%

DFUSDimensional ETF Trust

5.1%

DFICDimensional ETF Trust

4.3%

DFUVDimensional ETF Trust

4.2%

DFAXDimensional ETF Trust

4.1%

DFIVDimensional ETF Trust

3.6%

DFATDimensional ETF Trust

3.4%

DFEMDimensional ETF Trust

2.8%

DFLVDimensional ETF Trust

2.3%

DFASDimensional ETF Trust

2.0%

DFACDimensional ETF Trust

23.8%

DFGPDimensional ETF Trust

13.4%+3%

DFSDDimensional ETF Trust

13.1%+4%

DFUS5.1%

DFIC4.3%

DFUV4.2%

DFAXDimensional ETF Trust

4.1%

DFIV3.6%

DFAT

DFEM

DFLV

DFAS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DFAC Dimensional ETF Trust 23.8% Held

DFGP Dimensional ETF Trust 13.4% Added +3%

DFSD Dimensional ETF Trust 13.1% Added +4%

DFUS Dimensional ETF Trust 5.1% Held

DFIC Dimensional ETF Trust 4.3% Held

DFUV Dimensional ETF Trust 4.2% Held

DFAX Dimensional ETF Trust 4.1% Held

DFIV Dimensional ETF Trust 3.6% Held

DFAT Dimensional ETF Trust 3.4% Held

DFEM Dimensional ETF Trust 2.8% Held

DFLV Dimensional ETF Trust 2.3% Trimmed −3%

DFAS Dimensional ETF Trust 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 29, 2026 filing

add_circleNew

DFSB $257K
AVUV $234K

arrow_upwardAdded

DFAW +11%
AVEM +10%
AVUS +6%
SPY +5%

arrow_downwardTrimmed

DFLV −3%

remove_circleSold out

DFSV $2.82M
INTC $213K

Ruedi Wealth Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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