Ruedi Wealth Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Ruedi Wealth Management, Inc. disclosed 59 stock positions valued at approximately $426.30M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $426.30M
Holdings by Sector
Ruedi Wealth Management, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 23.87% | 2,293,774 | +3,639 | +0.16% | $101,751,810 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 13.46% | 1,053,280 | +60,240 | +6.07% | $57,361,606 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 12.82% | 1,144,966 | +47,663 | +4.34% | $54,672,128 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 5.05% | 262,879 | -6,820 | -2.53% | $21,540,293 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 4.20% | 325,745 | -3,837 | -1.16% | $17,919,227 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.17% | 477,389 | +18,576 | +4.05% | $17,787,524 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 4.02% | 465,556 | -5,799 | -1.23% | $17,151,087 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 3.55% | 280,259 | -7,155 | -2.49% | $15,139,607 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.49% | 212,725 | -3,809 | -1.76% | $14,869,489 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 2.88% | 301,960 | -729 | -0.24% | $12,271,645 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.37% | 255,378 | -4,816 | -1.85% | $10,097,634 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.10% | 108,722 | -704 | -0.64% | $8,952,177 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 1.96% | 164,162 | +13,141 | +8.70% | $8,336,126 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 1.36% | 199,828 | +8,862 | +4.64% | $5,789,006 |
| APPLE INC | AAPL | Technology | 1.24% | 18,207 | -123 | -0.67% | $5,268,408 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.06% | 35,389 | -221 | -0.62% | $4,532,682 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.06% | 172,857 | +3,760 | +2.22% | $4,521,929 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.01% | 101,925 | +252 | +0.25% | $4,302,261 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.01% | 47,015 | -36 | -0.08% | $4,288,238 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.98% | 86,326 | -15,045 | -14.84% | $4,180,783 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.96% | 101,599 | +701 | +0.69% | $4,077,168 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.66% | 72,735 | +241 | +0.33% | $2,821,375 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 0.60% | 72,845 | +1,394 | +1.95% | $2,551,754 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.54% | 27,691 | +14,332 | +107.28% | $2,292,555 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.36% | 15,742 | -78 | -0.49% | $1,518,963 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.34% | 19,825 | - | - | $1,453,966 |
| VANGUARD BD INDEX FDS | BND | Other | 0.33% | 19,331 | +1,746 | +9.93% | $1,419,065 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.24% | 1,374 | - | - | $1,026,134 |
| VANGUARD INDEX FDS | VNQ | Other | 0.22% | 9,579 | +35 | +0.37% | $923,749 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 2,522 | - | - | $901,372 |
Showing 30 of 59 holdings in the latest reporting period.